Broad Financial

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.

04/02/2026

Have you ever considered using your IRA to invest in real estate?

A Self-Directed IRA can be a powerful tool to help build wealth through real estate—but it also comes with important rules and responsibilities you need to understand.

In our latest blog, we break down what’s allowed, what’s not, and how to manage real estate investments while keeping your account’s tax advantages intact.

Read our blog to learn more about navigating real estate investing in a Self-Directed IRA: https://broadfinancial.com/ira-property-management/?utm_source=facebook&utm_medium=Social&utm_campaign=Real+Estate

When you own real estate through your IRA, you need to follow a strict set of legal rules regarding how you can interact with the property. Learn more about IRA property management from the IRA Specialists at Broad Financial.

03/26/2026

Retirement isn’t just about when—it’s also about where.

Think of it like a “retirement road trip” 🚗 exploring places where your savings may go further while also offering new opportunities to stay engaged with your financial goals.

Our latest blog highlights five U.S. cities getting attention for their mix of retirement appeal and market activity.

Curious where the road could take you?

👉 Read the full guide: https://broadfinancial.com/retirement-road-trip-where-you-could-move-and-invest-with-your-ira/?utm_source=Facebook&utm_medium=Social&utm_campaign=Broad+Financial