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Ratings and Reviews 0 Ratings
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What is Broad Financial?
A Self-Directed IRA, often referred to as an “Alternative IRA,” “Self-Managed IRA,” or simply “SDIRA,” serves as a retirement investment option that enables individuals to broaden their investment possibilities beyond conventional Wall Street channels, making it feasible to invest in physical assets like real estate and private placements. With the added benefit of checkbook control, these investors can manage their funds independently, facilitating immediate investment actions without the hassle of excessive paperwork or high transaction costs. If you aim to shield your retirement funds from the volatility of Wall Street stocks, bonds, and mutual funds, this account could be a perfect fit for your needs. The opportunity to delve into a diverse range of investments that go beyond the stock market, including real estate and various private offerings, is a significant advantage. By effectively diversifying your portfolio, you can lessen the risks tied to stock market declines and enhance the security of your financial future. Furthermore, this level of control empowers you to take an active role in your retirement strategy, which may lead to more tailored and informed investment decisions that align with your unique goals. Ultimately, a Self-Directed IRA can serve as a powerful tool for individuals seeking greater financial independence and flexibility in their retirement planning.
What is 401k Easy?
Affordable 401k plans guarantee zero fees, effectively protecting employees' retirement investments from any potential erosion due to "low" fees! Small businesses can take advantage of a wide selection of no-load funds and enjoy commission-free trading for stocks and bonds via self-directed brokerage windows. These IRS-sanctioned 401k prototype plans are specifically designed to cater to the distinctive needs of small business owners, including the filing of the annual 5500-SF and other beneficial features! For over 35 years, we have been committed to delivering cost-effective 401k options for small business owners, assuring that no fees are deducted from the assets within the 401k plan. Unlike other providers, Low-Cost and No Fee 401k Easy guarantees that employees' retirement funds remain intact, allowing them to keep 100% of their hard-earned savings. By utilizing the no-fee 401k Easy service, financial advisors and their associates are prohibited from profiting through hidden charges, ensuring that all contributions stay with the employees preparing for their future. This method allows small businesses to focus on enhancing their employees' financial futures without the added stress of excessive expenses, fostering a healthier work environment and a more secure retirement for everyone involved.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$495 set up fee
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Broad Financial
Company Location
United States
Company Website
www.broadfinancial.com/self-directed-ira/
Company Facts
Organization Name
401k Easy
Date Founded
2000
Company Location
United States
Company Website
www.401keasy.com