Two Companies. Two Options.
Broad Financial and our sister company, Madison Trust, offer the perfect Self-Directed IRA or Solo 401k plan for you.
Type of Self-Directed Account: Custodial IRA Plan
(Both Traditional and Roth)
Madison Trust Company is a full service Self-Directed IRA custodian which enables you to purchase alternative assets with your retirement funds.
This plan is ideal if:
You are making a one-time, lump-sum investment, such as:
• Private Placements
• Silent Partner in Real Estate, Private Business, Etc.
• Startups
• IPOs
• Private Company Stock
• Private Mortgages
• Promissory Notes
Type of Self-Directed Account: Checkbook Control IRA or 401k Plan
(Both Traditional and Roth)
Broad Financial is a full-service facilitator which offers a Self-Directed IRA or Solo 401k with Checkbook Control, giving you direct access to your retirement funds.
This plan is ideal if:
You need real-time access to your retirement funds to place investments in:
• Real Estate
• Cryptocurrencies
• Precious Metals
• Hard Money Loans
• And More…
Let’s find out which one best fits your needs, and get you the proper fee information:
Based on your answers below, the questionnaire contains no more than 4 questions.