Unleash Your Potential with Real Estate
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Real Estate
Go beyond the limitations of Traditional IRAs and 401(k)s and invest in real estate with the #1 client-rated Self-Directed IRA with Checkbook Control.
- Easy Set-Up Process with Expert Support
- Low-Cost Flat-Rate Fees
- Save with Unlimited Free Transactions
Interested in Real Estate? Speak with an Expert!
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Our clients trust us for Self-Directed IRAs and more!
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Our clients trust us for
Self-Directed IRAs and more!
999 Reviews
999 Reviews
999 Reviews
999 Reviews
Don't just take our word for it - find out what they have to say.
Empowered Clients
20000+
95%
Client Retention
$4B
Assets Under Custody
2000+
5-Star Testimonials
Diverse Investment Opportunities
Invest in alternative real estate assets and more, including residential and commercial properties not offered with Traditional IRAs
Greater Control, Flexibility & Savings
Execute investment transactions quickly & efficiently without a custodian, saving you time and money on transaction fees
Secure Asset
Protection
Safeguard your investment with an LLC and reduce your risk by creating a layer of separation between you and your assets
Invest in Real Estate with a Self-Directed IRA
A Self-Directed IRA is a retirement savings account with greater investment flexibility and control than comparable retirement account plans.
Use your 401(k) savings to grow with real estate
How to Open a Self-Directed IRA with Checkbook Control?
2
We'll help you transfer or roll over your funds
Fund
3
We'll establish your new LLC or Trust for your IRA
Create
4
Start investing in the assets of your choice
Invest
Questions About Investing in Real Estate?
Receive personalized feedback and a $100 off promo with your free consultation
Popular Investments
Use your Self-Directed IRA with Checkbook Control to invest in valuable and emerging real estate opportunities
Residential
Buy single and multi-family homes, apartments, condos and townhomes, and more with your Self-Directed IRA with Checkbook Control. Fix it up, rent it out, or let your real estate appreciate in value.
Commercial
Invest in office buildings, private storefronts, storage facilities, factories and warehouses, and other valuable commercial real estate opportunities with Checkbook Control.
Land
You have options — invest in raw, unimproved land requiring minimal upkeep to generate passive income or purchase improved land with greater development potential.
Mortgage Notes
Secured between your IRA and a borrower purchasing property, mortgage notes are perfect for investors seeking a more hands-off investment without day-to-day management.
Client-Focused Custodian
2024's #1 Self-Directed IRA with Checkbook Control
Trusted by our clients, Broad Financial delivers a client-first approach to investing for a happy and healthy retirement.
- Client Support is always live, knowledgeable and free
- Client Fees are low, friendly and transparent
- Customer Experience is unmatched and personalized
Make the Most of Your Retirement with Checkbook Control!
A Self-Directed IRA with Checkbook Control is the choice for investors whose asset management and upkeep requires numerous, time-sensitive transactions. Discover how you can start saving precious time and money with Broad Financial.
Why Broad Financial?
Invest better, get answers to all of your questions, and save with client-friendly fees
#1 Rated Live Support
Our live, knowledgeable and friendly CISP-trained staff is dedicated towards your success. We'll share our expertise and answer all of your questions.
Low & Friendly Fees
Don't be punished for your investment success. Our customer-focused fees are always transparent and flat-rate, and never based on the value of your account.
Unmatched Experience
The industry leader since 2009, we have 20,000+ happy clients across all 50 states - which is reflected in our 2,000+ 5-star reviews. Learn how you can get started.
Broad Financial Client Reviews
Completely BLOWN away by their customer service. Through the setup process and implementation, they've been amazing! Responsive, and informative, I could not recommend Broad Financial more highly.
Sean D.
I've been a long-time customer of Broad Financial and have enjoyed working with them. I feel confident that our plan is up to date and compliant. Their customer service is friendly and always responsive!
Earl C.
I opened with Broad Financial years ago, and after talking to other investors, they're sorry they didn't. They make things so simple and are always there to answer my questions. I cannot recommend them enough!
Shawn Y.
Real Estate
Roll all or a portion of your 401(k) into Broad's #1-rated Self-Directed IRA with Checkbook Control
20,000+ people like you have already signed up!
Invest in Real Estate with a Self-Directed IRA
A Self-Directed IRA is a retirement savings account with greater investment flexibility and control than comparable retirement account plans.
Use your 401(k) savings to grow with real estate investments
How to Open a Self-Directed IRA with Checkbook Control?
Client-Focused Custodian
2024's #1 Self-Directed IRA with Checkbook Control
Trusted by our clients, Broad Financial delivers a client-first approach to investing for a happy and healthy retirement.
Make the Most of Your Retirement with Checkbook Control!
A Self-Directed IRA with Checkbook Control is the choice for investors whose asset management and upkeep requires numerous, time-sensitive transactions. Discover how you can start saving precious time and money with Broad Financial.
Questions About Investing in Real Estate?
Receive personalized feedback and a $100 off promo with your free consultation
Use Your 401(k) to Invest in
- Client Support is always live, knowledgeable and free
- Client Fees are low, friendly and transparent
- Customer Experience is unmatched and personalized
Invest Your 401(k) Savings in
Unlike Traditional or Roth 401(k)'s, a Self-Directed IRA gives you the power to invest your retirement savings in valuable real estate assets like rental properties, commercial properties, land, and much more! Combined with Checkbook Control, you have the ability to invest in real-time without custodian or trustee approval, thus saving you time and money.
Our experts will help you get started today! Fund your account by initiating a transfer from your IRA, rolling over from your 401(k), or making an initial contribution.
Unlike Traditional or Roth 401(k)'s, a Self-Directed IRA gives you the power to invest your retirement savings in valuable real estate assets like rental properties, commercial properties, land, and much more! Combined with Checkbook Control, you have the ability to invest in real-time without custodian or trustee approval, thus saving you time and money.
Our experts will help you get started today! Fund your account by initiating a transfer from your IRA, rolling over from your 401(k), or making an initial contribution.