Why Broad Financial?
Real Estate IRA with Checkbook Control Reviews
Completely BLOWN away by Broad Financial's customer service. From the moment I contacted them to hear about their options regarding Self-Directed IRAs, through the setup process and implementation, they've been amazing. Responsive, informative, and quick. I could not recommend Broad Financial more highly.
Sean D.
The nice folks at Broad Financial helped me set up my Self-Directed IRA. Super fast replies and very professional. I can't say anything negative — they made a complicated process easy! Broad Financial was recommended by a friend that owns a hedge fund now. Now I can vouch for their trustworthiness! Highly recommended!
Matthew M.
I researched a good number of Self-Directed IRAs before choosing Broad Financial. I have found them to be excellent for their setup costs, fees, and customer service. I frequently recommend Broad Financial to others I know who are also seeing more control over their retirement accounts.
Tony G.
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Disclaimer: All of the information contained in our website is a general discussion for informational purposes only. Broad Financial does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic or oral statement or communication by Broad Financial or its representatives, is intended to be, or may be relied as, legal, tax, investment advice, statements, opinions or predictions. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.
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Real Estate IRA Investments & Opportunities
Click on each to learn more!
You Have Questions? We Have Answers!
How to Set Up a Real Estate IRA with Checkbook Control
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with Checkbook Control?
with Checkbook Control?
with Checkbook Control?
- What You Want – All types of real estate, as well as other alternative investments such as private lending, non-publicly traded funds, crypto, and much more!
- When You Want – Without having to contact us, your custodian, for everyday transactions – thus saving you time and money!
- Open – Complete our easy online application
- Fund – Transfer or Rollover funds from an existing IRA or 401k
- Create – We establish a new LLC or Trust for your IRA – which will serve as your IRA’s self-directed investing platform
- Invest – Begin placing investments by simply writing a check or sending a wire
Real Estate IRA
Do's and Don'ts
Non-Recourse Financing
Airbnb & Vrbo
Land
Tax Liens & Deeds
Fix & Flip
Incredible Client Support
Our knowledgeable and friendly CISP-trained staff in New Jersey and South Dakota provide incredible client support. You'll be impressed.
Low Fees
Our fees are among the lowest in the industry — and are set at a fixed rate regardless of the value of your account.
Fees
Experience
Broad Financial has been an industry leader since 2009. We have 20,000+ happy clients across all 50 states — which is reflected in our 2,000+ 5-star reviews.
Now, seriously, please set up a call with us so we can impress you!
You Have Questions? We Have Answers!
You Have Questions? We Have Answers!
2
Fund
We assist you in transferring or rolling over all — or a portion of — your existing IRA, 401(k), or other retirement account, or you can make an initial contribution.
3
Create
We establish a new LLC or Trust for your IRA — which will serve as your IRA's self-directed investing platform. We appoint you as its manager or trustee, authorized to make all investment decisions. At your direction, we will fund your IRA LLC or Trust at the bank of your choosing.
1
Open
You complete our easy
online application.
Click on each to learn more!
At Broad Financial, you'll receive:
- Incredible Client Support
- Unlimited Free Transactions
- Optional Non-Recourse Loan
Invest 401k Into Real Estate
Begin by rolling your 401k into a Real Estate IRA
Invest 401k Into Real Estate
At Broad Financial, you'll receive:
- Incredible Client Support
- Unlimited Free Transactions
- Optional Non-Recourse Loan
Begin by rolling your 401k into a Real Estate IRA
4
Invest
You can begin investing by simply writing a check or sending a wire.
The Power of Broad Financial
4.8 Stars
249 Reviews
5.0 Stars
10 Reviews
4.5 Stars
27 Reviews
4.8 Stars
1,003 Reviews
4.8 Stars, 249 Reviews
5.0 Stars, 10 Reviews
4.5 Stars, 27 Reviews
4.8 Stars, 1,003 Reviews
2,000+
5-Star Testimonials
20,000+
Clients
A+
BBB Rating
Assets Under Custody
$4B+
20,000+
Clients
1,500+
5-Star Testimonials
A+
BBB Rating
Assets Under Custody
$4B+
Non-Recourse Loan
There’s always more real estate to buy than there is cash on hand. That’s why most savvy real estate investors use leverage to grow their portfolio.
At Broad Financial, our Real Estate IRA with Checkbook Control features an optional Non-Recourse Loan.
If you are interested in obtaining a non-recourse loan, please schedule a call with one of our Account Specialists and they’ll connect you with our preferred 5-star non-recourse lender.
It's easier than you might think!
There’s always more real estate to buy than there is cash on hand. That’s why most savvy real estate investors use leverage to grow their portfolio.
At Broad Financial, our Real Estate IRA with Checkbook Control features an optional Non-Recourse Loan.
If you are interested in obtaining a non-recourse loan, please schedule a call with one of our Account Specialists and they’ll connect you with our preferred 5-star non-recourse lender.
It's easier than you might think!
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