Broad Financial Questions & Answers

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Here’s what consumers have asked with answers from Broad Financial staff and previous consumers.

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Question:

Answer:

Hello Robert! There are no restrictions in this case, but in order to transfer your Self-Directed IRA to an IRA that allows you to invest in stocks, you would need to liquidate or retire any alternative assets before rolling over to a QRP. Another option is that your plan administrator must write a letter saying they accept alternative assets. However, this depends on the type of investments you would be holding at the time.

By Brian B.,
Question:

How long in exististance

Answer:

Hello Tyrone! Our company was founded in October of 2004.

By Brian B.,

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