Broad Financial @Broad_Financial

Enjoy great food and vintage style dining while making meaningful connections with fellow investors and industry professionals! Join Ian Robertson, Nicole Capurso, and Jason Prezant for a networking event at Ford's Garage in Orlando this Friday to discuss investing with Broad Financial's Self-Directed Checkbook IRA and Solo 401(k)! Register here through our sister company, Madison Trust: madisontrust.com/networking-eve… (Disclaimer: Broad Financial is not affiliated, partnered, or otherwise associated with the company referenced. Broad Financial does not provide legal, tax, or investment advice. This content is for educational purposes only and is not an endorsement.)

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: madisontrust.com/events/?utm_so…

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: broadfinancial.com/why-the-solo-4… #401k #alternativeinvesting #RetirementPlanning

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: youtube.com/watch?v=huQGQI… #alternativeinvesting #solo401k #checkbookira #sdira #alternativeassets

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: broadfinancial.com/ultimate-solo-… 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: broadfinancial.com/july-4th-250-p… #USA250 #USA250promo #solo401k

FINAL CALL! 📢 LIVE EVENT: 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: broadfinancial.com/how-to-use-a-c… #RetirementPlanning #RetirementStrategy #realestate

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: broadfinancial.com/how-to-use-a-c… #RetirementPlanning #RetirementStrategy #sdira

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: broadfinancial.com/ultimate-solo-… 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: broadfinancial.com/july-4th-250-p… #USA250 #USA250promo #solo401k

We’re thrilled to share that Broad Financial has been recognized as a 2026 NJ Top Workplace by NJ.com and @TeamEnergage ! 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! #topworkplaces #newjersey #sdira

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: broadfinancial.com/refer/?utm_sou…. #nationalbestfriendsday #wealthbuilding #retirementplanning #selfdirectedira #alternativeinvesting #bestfriend

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: broadfinancial.com/real-estate-40… #RealEstateInvesting #Solo401k #SelfDirected401k #RetirementPlanning

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: broadfinancial.com/crypto-ira-vs-… #Crypto #CryptoIRA #SelfDirectedIRA

💡 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: broadfinancial.com/understanding-… #SelfDirectedIRA #IRALLC #RetirementPlanning #AlternativeInvestments

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: broadfinancial.com/5-key-consider… #SelfDirectedIRA #SDIRA #RetirementPlanning #AlternativeInvestments

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: broadfinancial.com/solo-401k-mist… #Solo401k #RetirementPlanning #SelfDirected401k

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:broadfinancial.com/self-directed-… #CheckbookIRA #SelfDirectedIRA

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 👇 broadfinancial.com/what-can-you-i… #Solo401k #RetirementPlanning

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: broadfinancial.com/is-a-bitcoin-i… #BitcoinIRA #Crypto #RetirementPlanning

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: broadfinancial.com/what-is-a-self… #SelfDirected401k #RetirementPlanning #AlternativeInvestments

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: broadfinancial.com/ira-property-m… #RealEstateInvesting #SelfDirectedIRA