Welcome NASE members!

Welcome NASE members! 2017-05-01T19:28:57+00:00

Broad Financial provides most flexible and powerful Solo 401ks for the Self Employed!

Our plans allow the self employed to invest in almost any asset class including:

  • Real Estate

  • Private Loans

  • Minority interests in LLCs

  • Startup capital for business and more.

Some other powerful features of Broad’s plan:

  • Very high contribution limits – up to 60K of tax deferred contributions per year – more if your spouse participates in your business!

  • A loan provision allowing individuals to take a loan of up to $50K from their Solo 401k!

  • The ability to roll over IRA or 401k funds (including funds held at brokerages or former employers) to fund your investments.

  • Checkbook control of your investments and 401k at a local bank (no middle man and no custodian to deal with!).

Special Discount for NASE members:

NASE has negotiated a reduced rate for NASE members ($895 – $300 off the general public’s price of $1,195) for the formation of the plan.

Broad’s services include the formation of a trust to hold the plans assets, the procurement of an EIN for the Trust, full ongoing support and guidance from opening a bank account to compliance issues.

Contact one of our specialists at (800) 395-5200.