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Henry Yoshida

Co-Founder & CEO

Subscription-Based, All-You-Can-Invest Pricing for Self-Directed IRAs

Subscription-Based, All-You-Can-Invest Pricing for Self-Directed IRAs

From Netflix to Blue Apron to that nominal $.99 charge for additional iCloud storage, subscription-based services have become a common way for consumers to pay for goods...

The Power Of Tax Deferral

The Power Of Tax Deferral

Today I want to talk about a concept specific to the placement of your investment accounts. By placement, I mean whether you own your investments...

Do’s And Don’ts Of Crowdfunding Using A Self-Directed IRA

Do’s And Don’ts Of Crowdfunding Using A Self-Directed IRA

Crowdfunding is very popular. The Financial Industry Regulatory Authority has 45 registered crowdfunding portals, including EnrichHER Funding,...

How To Choose Between A SEP Plan And A Solo 401(k)

Solo 401(k) vs SEP IRA: How to Choose

Choosing between a Solo 401(k) plan (also known as a one-participant 401(k) plan) and a simplified employee pension (SEP) plan is kind of like...

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Best Investment Ever? Alternative Investments Carry the Day

Alternative investments are crucial for portfolio diversification — and in some cases, they may rank among the best investments you’ll ever make....

Facing Fintech Disruption Starts With An Agile Finance Department

Facing Fintech Disruption Starts With An Agile Finance Department

Fintech companies, along with countless traditional businesses, face continual technological challenges from the deployment of new payment platforms,...

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FinTech Companies Offer The Option Of Property Ownership Without The Management Headaches

Some people might argue that owning real estate is no longer a key aspect of the American dream. And while it’s true that younger Americans like...

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How To Calculate If You're Saving Enough For Retirement

Think you have enough money saved for a comfortable retirement? If so, you are definitely in the minority. Most of America is woefully unprepared for...

finance council blog

Continued Growth In Private Markets Creates Broader Investment Opportunities

As private markets have exploded in the past 10 or so years, investment opportunities are emerging.

Roth IRA blog

The Roth IRA: How it Can Benefit Your Retirement Income Today and in the Future

Prior to founding Rocket Dollar, I worked for many years as a Certified Financial Planner. Continuing education is a requirement of maintaining my...


How and When to Use a Self-Directed IRA | Rocket Dollar

While Self-Directed IRAs are not commonly known, even among financial advisors and Wall Street investment bankers, they are an excellent retirement...

Convenience costs

Convenience Costs: But Not With Self-Directed Retirement Plans

For today’s consumers, convenience is king. From online shopping and banking to pre-packaged food delivery and ride-hailing, consumers are hooked on...


The "Ivy League" Club in Venture Capital and Investment Management

I recently met with Richard Kerby, former VC at Venrock and founding partner at Equal Ventures, who updated his research into the venture capital...

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Diversify Your Investment Portfolio to Even Out the Risk and, Hopefully, Yield a Greater Return

The stock market, of late, is not for the faint of heart. Unless you are tracking it on a minute by minute basis, it is difficult knowing where the...


A Great Idea Is Not Enough When Trying to Raise Funds for Your Startup

There are more options than ever when it comes to raising money for your startup. One of the most obvious ones is reaching out to your friends and...


Considering Cryptocurrencies and Their Place in a Diversified Portfolio

As Bitcoin (BTC) has sporadically risen and fallen over the last 12 months, the trading of cryptocurrencies as an investment embodies the concept of...


SEC Warns Investors on Fraud and Bitcoin in IRAs. What is Rocket Dollar doing about it?

The Securities and Exchange Commission recently issued a warning to investors as more people invest in cryptocurrencies in their IRAs.


ETFs Are Not The Answer In A Volatile Market—Diversification Is

There is a general assumption that Exchange Traded Funds (ETFs) can act as a hedge against market volatility. Maybe that is because some view them as...