Broad Financial
Questions & Answers

I got scammed last year for just over $50k on what I thought was a legit investment site. Everything looked real — I even withdrew a small amount at first — then one day my account was “under review” and the site vanished. I reported it to the FTC and pretty much gave up hope. Months later, someone who saw my complaint told me to email cyberfundsrecovery12@ gmail. Com. I was super skeptical (once bitten, twice shy), but they actually knew exactly how these scams work. It took about 3 months of paperwork, verifications, and bank back-and-forth, but I got a big chunk of my money back. Not all of it, but way more than I thought I’d ever see again. If you’ve been scammed, don’t give up — there are people who can help, but be careful who you trust.

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.

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