Broad Financial

06/08/2026

Happy National Best Friend’s Day! There’s no better way to celebrate your friends than by helping them secure their financial future. With Broad Financial, you can give your best friends the ultimate gift of retirement freedom by introducing them to the flexibility of a Checkbook IRA or Solo 401(k)! In return, we’ll credit you $200 for every successful referral upon account funding – with no cap on how much you can earn.

Visit our website to learn more: https://broadfinancial.com/refer/?utm_source=Facebook&utm_medium=social&utm_campaign=Refer+a+Friend.

06/04/2026

Many people assume a 401(k) can only hold stocks, mutual funds, and ETFs.

But for self-employed individuals and small business owners, a Self-Directed Solo 401(k) can provide access to alternative investments—including rental properties, commercial real estate, raw land, and more.

In our latest guide, you'll learn:

✅ What a Real Estate 401(k) is
✅ Who qualifies for a Solo 401(k)
✅ How real estate investing works inside a retirement plan
✅ Important IRS rules and compliance requirements
✅ Potential benefits of investing in real estate through a 401(k)

Read the full article here: https://broadfinancial.com/real-estate-401k-explained-a-beginners-guide/?utm_source=facebook&utm_medium=social&utm_campaign=real+estate+ira

Learn what a Real Estate 401(k) is, how it works, who qualifies, key IRS rules, and potential advantages for using retirement funds to invest in real estate.

05/28/2026

What’s the difference between a Self-Directed Crypto IRA and a crypto exchange account?

While one is focused on active investing, the other is designed for long-term retirement investing.

In this video, we compare the two and highlight some of the key differences investors should consider before getting started.

Want to learn more? Read the full blog️: https://broadfinancial.com/crypto-ira-vs-exchange-account/?utm_source=facebook&utm_medium=social&utm_campaign=crypto

05/21/2026

💡Thinking about using an IRA LLC for alternative investments?

A properly structured Operating Agreement does more than outline how your LLC operates — it helps support administrative compliance requirements for an IRA-owned LLC while providing the flexibility of checkbook control.

Our latest blog explores:
✔️ What an IRA LLC Operating Agreement is
✔️ Why it matters
✔️ Common provisions often included in the agreement

Read the full article: https://broadfinancial.com/understanding-the-ira-llc-operating-agreement/?utm_source=facebook&utm_medium=Social&utm_campaign=IRALLC

Learn about what an IRA LLC Operating Agreement is, why you need it, and how it simplifies checkbook control.

05/14/2026

Not all Self-Directed IRA custodians are the same.

If you’re considering a Self-Directed IRA, understanding the administrative and operational differences between custodians can help you better navigate the process as an account holder.

In this video, we discuss 5 key considerations to keep in mind when evaluating a Self-Directed IRA custodian.

Want to learn more? Read our blog: https://broadfinancial.com/5-key-considersations-when-choosing-a-self-directed-ira/?utm_source=facebook&utm_medium=Social&utm_campaign=SDIRA

05/07/2026

A Self-Directed Solo 401(k) can offer expanded investment flexibility—but maintaining the plan involves more than simply opening the account.

From contribution limits and IRS filings to prohibited transactions, understanding the compliance side of a Solo 401(k) is an important part of keeping the plan on track.

Our latest blog explores common Solo 401(k) mistakes and what business owners and self-employed individuals should know about maintaining compliance.

👉 Read the full article: https://broadfinancial.com/solo-401k-mistakes-to-avoid-how-to-keep-your-plan-compliant/?utm_source=Facebook&utm_medium=Social&utm_campaign=Solo+401k

Learn how to avoid Solo 401(k) mistakes and stay compliant by understanding contribution limits, required filings, prohibited transactions, eligibility rules and avoiding commingling personal and retirement funds

04/30/2026

Using a Checkbook IRA gives you more control over your investments—but it also comes with a few IRS rules and regulations to be aware of:

In this video, we break down prohibited transactions, what they are, and why they matter.

Want to dive deeper? Read our blog for a more detailed breakdown: https://broadfinancial.com/self-directed-ira-prohibited-transactions/?utm_source=facebook&utm_medium=Social&utm_campaign=solo+401k

04/27/2026

Looking to go beyond public stocks and bonds with your retirement savings?

If you’re self-employed or run a small business with no full-time W-2 employees, a Self-Directed Solo 401(k) can give you access to a whole new range of investment opportunities.

With a Self-Directed Solo 401(k), you’re not confined to Wall Street—you can diversify into alternative assets that align with your expertise and goals.

Here are just a few possibilities:

✔️ Real estate (rental properties, commercial deals, land)

✔️ Private businesses & startups

✔️ Cryptocurrency and other emerging assets

✔️ Private lending, promissory notes, and tax liens

✔️ Even niche investments like royalties or equipment leasing

The key advantage? Greater flexibility and control. You can build a retirement strategy that works for you, while still benefiting from the same tax advantages.

Curious what else you can invest in? Read our blog: https://broadfinancial.com/what-can-you-invest-in-with-a-solo-401k/?utm_source=facebook&utm_medium=Social&utm_campaign=solo+401k

Explore the wide range of Solo 401(k) investment options. Learn how to use a Checkbook Solo 401(k) to invest in real estate, private businesses, precious metals, and more.

04/16/2026

Thinking about holding crypto in your retirement account?

It’s a question more people are asking as digital assets continue to become part of the broader investing conversation.

A Bitcoin IRA allows investors to hold cryptocurrency within a tax-advantaged account, enabling them to expand beyond Wall Street products like stocks and bonds.

In our latest article, we break down what a Bitcoin IRA actually is, how it works, and why some investors are exploring it as part of their Self-Directed retirement strategy.

Curious how it all fits together?

Read the full article: https://broadfinancial.com/is-a-bitcoin-ira-a-good-idea/?utm_source=facebook&utm_medium=Social&utm_campaign=crypto

Explore the structure and potential appeal of holding Bitcoin in a Self-Directed IRA. Learn how a Checkbook IRA gives investors access to digital assets within IRS guidelines.

04/09/2026

What if your 401(k) could go beyond stocks and mutual funds?

A Self-Directed 401(k) offers a different approach—designed for business owners and self-employed individuals looking for more flexibility in how they invest for retirement.

With the ability to explore alternative assets like real estate, private equity, cryptocurrency, and more, it combines expanded investment choice with the familiar tax advantages of a standard 401(k).

Our latest blog breaks down how it works, who it may be suited for, and what sets it apart from standard retirement accounts.

From higher contribution limits to broader investment flexibility—and features like Checkbook Control that allow for more direct control over transactions—it’s a structure gaining attention among those looking to diversify their retirement strategy.

Curious to learn more?

👉 Read the full article: https://broadfinancial.com/what-is-a-self-directed-401k-and-how-does-it-work/?utm_source=facebook&utm_medium=Social&utm_campaign=Solo+401k

Explore how a Self-Directed 401(k) works, how it compares to standard retirement plans, and what investment options and compliance rules apply. Learn how to set up a Checkbook Control 401(k) with Broad Financial.