Broad Financial

The leader in Self-Directed IRAs and Self-Directed Solo 401Ks with Checkbook Control. We create a Checkbook IRA LLC so you can invest how you want in real time.

[Broad Financial @Broad_Financial]

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://t.co/txWX9UxNYk.

#nationalbestfriendsday #wealthbuilding #retirementplanning #selfdirectedira #alternativeinvesting #bestfriend

[Broad Financial @Broad_Financial]

Think a 401(k) can only invest in stocks and mutual funds?

A Self-Directed Solo 401(k) allows eligible self-employed individuals and small business owners to invest in:

✔️ Rental properties
✔️ Commercial real estate
✔️ Raw land
✔️ And More!

Learn how a Real Estate 401(k) works, who qualifies, key IRS rules, and the potential benefits.

Read more: https://t.co/Q1xHooVUe3

#RealEstateInvesting #Solo401k #SelfDirected401k #RetirementPlanning

[Broad Financial @Broad_Financial]

Self-Directed Crypto IRA vs. Crypto Exchange Account

One is built for active investing. The other is designed for long-term retirement strategy.

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

Read the full blog to learn more: https://t.co/oqUIdOGFLP

#Crypto #CryptoIRA #SelfDirectedIRA

[Broad Financial @Broad_Financial]

💡 Considering an IRA LLC for alternative investments?

A properly structured Operating Agreement can help support administrative compliance requirements for an IRA-owned LLC while providing the flexibility commonly associated with checkbook control.

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

Read more: https://t.co/NUGMXNhtbF

#SelfDirectedIRA #IRALLC #RetirementPlanning #AlternativeInvestments

[Broad Financial @Broad_Financial]

Not all Self-Directed IRA custodians are the same.

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

Learn more: https://t.co/95X4fuT0Fs

#SelfDirectedIRA #SDIRA #RetirementPlanning #AlternativeInvestments

[Broad Financial @Broad_Financial]

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 to IRS filings and prohibited transactions, our latest blog explores common Solo 401(k) mistakes business owners and self-employed individuals should know.

Read more: https://t.co/mnJLrWLmjj

#Solo401k #RetirementPlanning #SelfDirected401k

[Broad Financial @Broad_Financial]

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://t.co/Mzs39LvmJB

#CheckbookIRA #SelfDirectedIRA

[Broad Financial @Broad_Financial]

Looking beyond stocks & bonds for retirement?

If you're self-employed, a Self-Directed Solo 401(k) lets you invest in:

✔️ Real estate
✔️ Startups
✔️ Crypto
✔️ Private lending
✔️ And more

More control. More flexibility. Same tax advantages.

Learn more 👇
https://t.co/42n5r3DvA6

#Solo401k #RetirementPlanning

[Broad Financial @Broad_Financial]

Thinking about holding crypto in your retirement account?

A Bitcoin IRA is one way to hold digital assets in a tax-advantaged account, allowing investors to expand their retirement portfolio beyond Wall Street products like stocks and bonds.

Learn how it works: https://t.co/KROEvx9X63

#BitcoinIRA #Crypto #RetirementPlanning

[Broad Financial @Broad_Financial]

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

A Self-Directed 401(k) offers a different approach—one designed for business owners and self-employed individuals who are seeking 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.

🔗 Read the full article: https://t.co/5rL8f6Yz0j

#SelfDirected401k #RetirementPlanning #AlternativeInvestments

[Broad Financial @Broad_Financial]

Thinking about investing in real estate with your IRA?

A Self-Directed IRA can help grow your wealth—but there are important rules to consider.

Our latest blog breaks down what’s allowed, what’s restricted, and how to stay compliant while managing property.

Learn more: https://t.co/IsIvOyOnnI

#RealEstateInvesting #SelfDirectedIRA

[Broad Financial @Broad_Financial]

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

Explore 5 U.S. cities gaining attention for their mix of retirement appeal and market activity.

Read more: https://t.co/XaEi4iSU0r

#RetirementPlanning #RealEstateInvesting #SDIRA

[Broad Financial @Broad_Financial]

Your financial journey typically isn’t one-size-fits-all—it tends to evolve with every stage of life.

From your 20s to your 40s, each decade potentially brings new opportunities to build stability and strengthen your long-term strategy. 📈

Small, consistent steps today can build momentum for tomorrow.

Read more: https://t.co/5a3NOsJTE0

#FinancialMilestones #WealthBuilding

[Broad Financial @Broad_Financial]

It’s National Consumer Protection Week.

Self-directed retirement accounts offer flexibility, but due diligence is typically key. Learn how investors can possibly spot potential red flags and better protect their retirement savings.

https://t.co/RStk9ZAbWR

#InvestorEducation #SelfDirectedIRA #Solo401k

[Madison Trust Company @madison_trust]

Your IRA has an investment menu you might not have explored. #RetirementMoney #IRA #SelfDirectedIRA

[Broad Financial @Broad_Financial]

In observance of Martin Luther King Jr. Day, our offices will be closed on Monday, January 19, 2026. We will resume regular business hours on Tuesday, January 20, 2026 9:00 AM-6:00 PM ET. #OfficeClosed #MLK

[Broad Financial @Broad_Financial]

How much can you contribute to a Solo 401(k) in 2026? 💰We break down the current #contributionlimits, who they apply to, and what to consider when planning your retirement savings this year. Understanding the rules can help you make the most of available opportunities. Read more: https://t.co/EZZbae68uq

[Broad Financial @Broad_Financial]

As 2025 wraps up, it’s a smart moment to make sure your Checkbook IRA is ready for a strong start in the #newyear.💡A quick review of contributions, investment activity, and recordkeeping can keep your account compliant and positioned for new opportunities.📘See the key year end steps to make the most of your #SelfDirectedCheckbookIRA: https://t.co/YUSPLHlGxN

[Broad Financial @Broad_Financial]

🚀 Broad Financial webinars are back! Today, Jason Prezant and Ryan Connelly walked us through how Solo 401(k) plans can be used for alternative assets — and shared the full process from start to finish. Stay tuned for more monthly sessions! #Solo401k #Retirementplanning