Broad Financial

09/02/2026

Broad Financial is offering a limited-time offer for Labor Day! Open a new Solo 401(k) account by September 9 and get a $250 discount off the account setup fee. Use promo code "LD26” when setting up your account: https://broadfinancial.com/ultimate-solo-401k-application/?discountCode=LD26&utm_source=Facebook&utm_medium=Social&utm_campaign=Labor+Day+2026+Promotion.

Disclaimer: Offer valid for new Solo 401(k) accounts opened with Broad Financial by September 9, 2026, at 11:59 PM ET. See full terms that apply: https://broadfinancial.com/labor-day-promo-terms/?utm_source=Facebook&utm_medium=Social&utm_campaign=Labor+Day+2026+Promotion

08/19/2026

Many investors are surprised to learn that state level tax rules can potentially still apply to their IRA LLC, despite IRAs generally offering tax-advantaged growth. When your IRA owns an LLC, the LLC is a separate legal entity formed under state law. Therefore, your IRA LLC may be subject to certain taxes.

Understanding when and why state taxes apply can help you avoid potential penalties and keep your IRA compliant. To learn more, read our blog: https://broadfinancial.com/is-your-ira-llc-subject-to-state-taxes/?utm_source=Facebook&utm_medium=Social&utm_campaign=IRA+LLC+State+Taxes

08/14/2026

Are you a real estate professional or investor who's looking to level up your investment strategies and make meaningful connections with like-minded investors? Explore opportunities to do so at the Florida Realtors® Convention and Trade Expo in Orlando next week on August 19 and 20.

Join Broad Financial's Ian Robertson, Nicole Capurso, and Jason Prezant at Booth #529 to learn how you can leverage real estate opportunities with a Self-Directed Checkbook IRA or Solo 401(k).

When: August 19-20, 2026
Where: Florida Realtors® Convention and Trade Expo, Rosen Shingle Creek, Orlando, FL

Learn more about the convention and registration through our sister company, Madison Trust, by clicking "Get more details" here: https://www.madisontrust.com/events/?utm_source=LinkedIn&utm_medium=Social&utm_campaign=Florida+Realtors+2026

Disclaimer: Broad Financial is not affiliated, partnered, or otherwise associated with the event referenced. Broad Financial does not provide legal, tax, or investment advice. This content is for educational purposes only and is not an endorsement.

08/13/2026

If you’re a consultant, freelancer, or independent contractor looking to maximize tax advantages, the Solo 401(k) stands out as a premier retirement plan.

What's even more compelling is that these accounts typically allow you to maintain full control over your investing strategy, and with a Self-Directed Solo 401(k), you can diversify your portfolio further by investing beyond the stock market.

Read our blog to learn more about the advantages of a Self-Directed Solo 401(k) and how you can create yours today with Broad Financial: https://broadfinancial.com/why-the-solo-401k-is-the-premier-retirement-plan-for-consultants-and-freelancers/?utm_source=Facebook&utm_medium=Social&utm_campaign=Solo+401k

Discover why the Solo 401(k) is the premier retirement plan for consultants and freelancers seeking higher contributions, tax-advantages, and self-directed investing.

07/14/2026

What can you invest in with a Solo 401(k)? For self-employed professionals and small business owners, a Solo 401(k) with checkbook control provides access to a broad range of opportunities to diversify your retirement portfolio beyond Wall Street. Common assets include real estate, private businesses and startups, cryptocurrency, and tax liens and deeds. Interested in learning more about what investments you can make with a Solo 401(k)?

Watch our YouTube video: https://www.youtube.com/watch?v=huQGQIoxzPI

07/09/2026

LAST CALL for our USA 250 Promo! ⏰

Open and fund a Solo 401(k) today with Broad Financial and earn a $250 discount off the account setup fee. Use promo code "SOLO250” when setting up your account: https://broadfinancial.com/schedule-an-appointment-and-well-call-you/?utm_source=Facebook&utm_medium=Social&utm_campaign=+July+4th+250+Promotion

Disclaimer: Offer valid for new Solo 401(k) accounts only. A $250 discount applies only to the initial setup fee, is not redeemable for cash, and is applied after the account is funded, and all account-opening requirements are satisfied. See full terms that apply: https://broadfinancial.com/july-4th-250-promo-terms/?utm_source=Facebook&utm_medium=Social&utm_campaign=+July+4th+250+Promotion

07/07/2026

FINAL CALL! 🚨

LIVE EVENT TODAY: Join Will Osborne, Senior Account Executive, and Jason Prezant, Account Executive at Broad Financial, today at 3:00 PM ET for an educational session on how rental real estate can be invested in with a Checkbook IRA. We will discuss potential advantages and important considerations to make when holding real estate within a tax-advantaged retirement account.

Register now to secure your spot and learn how you can use your Checkbook IRA to invest in rental real estate: https://broadfinancial.com/how-to-use-a-checkbook-ira-to-invest-in-rental-real-estate/signup/?utm_source=facebook&utm_medium=Webinar&utm_campaign=July%202026%20Internal%20Webinar&webinar_source=facebook

07/01/2026

Exploring the benefits of alternative assets can open new opportunities for retirement investing.

LIVE EVENT: Join Will Osborne, Senior Account Executive, and Jason Prezant, Account Executive at Broad Financial, on July 7 at 3:00 PM ET for an educational session on how rental real estate can be invested in with a Checkbook IRA. We will discuss potential advantages and important considerations to make when holding real estate within a tax-advantaged retirement account.


Register now to secure your spot and learn how you can use your checkbook IRA to invest in rental real estate: https://broadfinancial.com/how-to-use-a-checkbook-ira-to-invest-in-rental-real-estate/signup/?utm_source=facebook&utm_medium=Webinar&utm_campaign=July%202026%20Internal%20Webinar&webinar_source=facebook

06/30/2026

Broad Financial is offering a limited-time offer for the 250th anniversary of the United States! Open and fund a new Solo 401(k) account by July 9 and get a $250 discount off the account setup fee. Use promo code "SOLO250” when setting up your account: https://broadfinancial.com/ultimate-solo-401k-application/?discountCode=solo250&utm_source=Facebook&utm_medium=Social&utm_campaign=+July+4th+250+Promotion
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Have questions? Schedule a call: https://broadfinancial.com/schedule-an-appointment-and-well-call-you/?utm_source=Facebook&utm_medium=Social&utm_campaign=+July+4th+250+Promotion
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Disclaimer: Offer valid for new Solo 401(k) accounts only. A $250 discount applies only to the initial setup fee, is not redeemable for cash, and is applied after the account is funded, and all account-opening requirements are satisfied. See full terms that apply: https://broadfinancial.com/july-4th-250-promo-terms/?utm_source=Facebook&utm_medium=Social&utm_campaign=+July+4th+250+Promotion

06/29/2026

We’re thrilled to share that Broad Financial has been recognized as a 2026 NJ Top Workplace by NJ.com and Energage! Being named a Top Workplace is a true honor. As this award is based on employee feedback, it reflects the experiences and opinions of our team members. This achievement belongs to our team, and we’d like to thank them for everything they do to make Broad Financial one of the best places to work!