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

Education and Information Center

Education and Information Center Brian Boisier 2021-07-29T15:29:25-04:00

Welcome to Broad Financial’s Education and Information Center

Self-Directed IRA and Solo 401(k) FAQs

Self-Directed IRAs

Self-Directed IRA Fees – Full Comparison

Self-Directed IRA Recommendation Tool

What is a Self-Directed IRA?

The 5 Most Important Self-Directed IRA Rules and Regulations

How Do I Set Up a Self-Directed IRA?

Self-Directed IRA Resources

Types of Self-Directed IRAs

The 5 Biggest Problems People Face When Choosing a Self-Directed IRA

Self-Directed Solo 401(k)s

Solo 401(k) Resources

Self-Directed IRAs Vs. Solo 401(k)s

5 Solo 401(k) Mistakes to Avoid

Can You Rollover A Current IRA into a Solo 401k?

Solo 401(k) Contribution Limits

Solo 401(k) Contribution Calculator

Types of Self-Directed Solo 401(k)s

Checkbook Control

Custodian Vs. Checkbook Control

A Comparison Between the Leading Checkbook IRA and Self-Directed IRA Custodian Companies

The 3 Major Advantages of Checkbook Control

10 Checkbook Control IRA/401k Truths You Need To Know

Checkbook Control History

Real Estate Retirement Investing

Real Estate IRA Rules: How Investing in Real Estate With Your IRA or 401k Works

Real Estate Retirement Investing Advantages and Platforms

Buying Real Estate With an IRA

How to Manage Property Owned by Your IRA

Can I Use My 401k to Buy Real Estate?

Real Estate IRAs

Real Estate Solo 401(k)s

Cryptocurrencies

Bitcoin and Any Cryptocurrency in Your IRA or 401(k)

A Redditor’s Experience Buying Bitcoin in an IRA

Bitcoin Infographic

Bitcoin Retirement Q&A

How Long Does It Take To Set Up A Self-Directed Cryptocurrency Account?

Our Bitcoin IRA Reviews

Rules and Regulations

Prohibited Transactions

IRS Rules and Regulations

Contribution Limits for Retirement Plans

Legal Guidelines

What is UBIT (Unrelated Business Income Tax)?

Asset Protection Limitations

Real Estate IRA Rules and Regulations

Rollovers

How to Rollover into Self-Directed Accounts

How to do an Indirect Rollover

Can You Rollover A Current IRA into a Solo 401k?

Other Investment Options

What Can You Invest In?

Trading Accounts – Traditional Stocks and Bonds with a Self-Directed IRA

Private Business

Retirement 101

Basic Retirement Resources

Informative Videos

Broad Financial’s Channel

Webinars

Broad Financial’s Free Webinars

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

Contact Our Self-Directed Experts

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