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SCRIPT
In this video, you’ll learn how to roll over a 401(k) into a Checkbook IRA.

Many people with standard 401(k) accounts find themselves wanting more flexibility and options beyond Wall Street products.

One way to unlock this level of control is by rolling over your 401(k) into a Checkbook IRA.

With this setup, you can invest in a broader range of alternative assets—including real estate, private businesses, cryptocurrency, and more—and take a more active role in managing your retirement funds.

A Checkbook IRA is a Self-Directed IRA that grants the account holder the highest level of control over everyday investment transactions.

It includes a specialized entity, such as an IRA LLC or IRA Trust, that is owned by the IRA, and a dedicated checking account.

A 401(k) rollover is the process of moving funds from an employer-sponsored retirement plan into another tax-advantaged retirement account—in this case, a Checkbook IRA.

You’ll start by opening a Self-Directed IRA with our sister company, Madison Trust.

Next, Broad Financial will create your entity of choice—either an LLC or trust.

The entity will be owned by your Self-Directed IRA and will serve as the investment vehicle through which you make transactions.

You can initiate a rollover by working with your current 401(k) administrator to process either a direct or indirect rollover.

Lastly, you’ll open a checking account in the name of your newly created entity. This is where your rolled-over funds will be held, and you’ll use this account to place everyday investment transactions.

Whether it’s real estate, private businesses, or other alternative assets, you’ll have the autonomy to act quickly on investment decisions.

Ready to get started? Call us today!