Self-directed retirement plans, like self-directed IRAs and solo 401(k)s, are powerful investment tools, but their growing popularity means it can be difficult to find accurate, up-to-date information. Because a self-directed investment leans more heavily on the investor’s personal expertise, you naturally want to learn as much as you can about how to maximize and secure your financial future.
The Broad Financial Education Center is a carefully curated library of information, resources, and tools to help you better understand these amazing investment opportunities. If you still have questions, please don’t hesitate to contact one of our specialists by calling (800) 395-5200 or filling out the short contact form to the right.
Self-Directed IRA Information and Resources
A self-directed IRA is a powerful tool for maximizing your retirement savings on your own terms. With access to, and control over, your own funds, your unique insight and experience can drive the growth of your investments in a wide range of alternative investments in addition to (or instead of) traditional, Wall Street investment models.
Solo 401(k) Information and Resources
A solo 401(k), sometimes referred to as a self-employed 401(k) or a self-directed 401(k), is a unique investment platform that allows self-employed individuals to benefit from the security of a 401(k) retirement savings plan. Any 1099 income qualifies the investor for a solo 401(k), and opens the door for 401(k) investing in more asset categories with fewer fees.
Checkbook IRA Information and Resources
A checkbook IRA is a self-directed IRA with the added feature of Checkbook Control. Checkbook Control allows you to invest in any qualified asset of your choice by simply writing a check. No more paperwork, no more delays, and no more transaction fees.
Real Estate IRA Information and Resources
A real estate IRA is a self-directed IRA that the owner has invested in real estate assets. Real estate is an especially popular and powerful alternative asset choice for the investor who has a background, experience, and/or a particular passion for real estate, and can be purchased with a self-directed IRA or a solo 401(k). It is the rare investment that builds up your retirement account while also providing a tangible asset and income potential.
Gold IRA Information and Resources
A gold IRA is a self-directed IRA that the owner has invested in gold, silver, and other precious metals. When stock markets stumble, gold remains a valuable currency and a tradable asset. When you invest in the right gold coins and bullions as part of your self-directed IRA or a solo 401(k), you can even take physical possession of your property.
Self-Directed Retirement Resources
Self-directed retirement accounts—like self-directed IRAs and solo 401(k)s—are not new products, but they have been growing in popularity since Wall Street failed investors in 2008. This surge of interest and activity has led to the propagation of some inaccurate information, and some push-back from those who profit from standard investment tools. The truth is, there is no one-size-fits-all retirement platform. Get the facts, and decide for yourself if a self-directed retirement is right for you.
Basic Retirement Planning Resources
Whether you’re just beginning to plan for retirement, or you’re just beginning retirement, you probably have a lot of questions. Our team continues to collect information and resources that will help put your mind at ease. From, “A Kid’s Guide to Understanding Money,” to, “Planning for Life After Retirement,” we want to help you make the most of your retirement.
Get more information on planning your retirement, including articles, FAQs, and other tools and resources.