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Contact our Self-Directed Experts. (800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts.
(800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts. Schedule A Call or Leave A Message

Contact our Self-Directed Experts.
Schedule A Call or Leave a Message

Free Webinars

Questions? Text us at (845) 253-9306.

Free Webinars 2019-12-06T12:36:59-05:00

All of Broad Financial’s Webinars, Both Upcoming and Replays

Live, Wednesday, December 11th at 5pm ET:
Why You Should Consider a Self-Directed Solo 401(k) If You’re Self-Employed

Join “The Ultimate Self-Directed IRA” author Jeff Astor as he discusses all things Solo 401(k)s, including:

  • How to qualify
  • Why choosing the right plan administrator is incredibly important
  • Unique benefits of a Solo 401(k)
  • Why choosing a Checkbook Solo 401(k) opens the account holder up to almost all investment options

Register!


On-Demand

Why Investors Are Establishing Checkbook IRAs

Join us to find out the main reasons and investing strategies that are leading to countless investors to open Checkbook IRAs or Solo 401(k)s in order to unleash the earning potential in their tax-advantaged retirement accounts.

Register To Watch!


Live Q&A With Jeff Astor

Jeff Astor, author of “The Ultimate Self-Directed IRA,” will answer questions directly from the audience on Self-Directed IRAs, Solo 401(k)s, Checkbook Control, or any other topic you want to ask.

Watch the Recording


Security, Wealth Building, and Diversification

Security, Wealth Building, and Diversification with a Self-Directed IRA

Jeff Astor dives into how truly diversifying with alternatives assets through a Self-Directed IRA can build a foundation of security and wealth.

Watch Recording


Putting Bitcoin & Cryptocurrencies In Your IRA or 401k

How you can use a Self-Directed IRA or Solo 401(k) with Checkbook Control to invest in any kind of cryptocurrency, and hold your own private keys.

Watch Recording

Putting Bitcoin & Cryptocurrencies In Your IRA or 401k

Real Estate Investing with a Self-Directed IRA

Real Estate Investing with Self-Directed IRAs

How real estate investors are using their retirement money to fund projects and invest in all types of real estate ventures.

Watch Recording


Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.

Contact Our Self-Directed Experts

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