Job Transition? Don't Forget to Roll Over Your 401(k)!
Making a transition from one job to the next, or being between jobs can be one of the most eventful changes a person can go through. It can be a time of tremendous...
The Secure Act: What It Means for Your Retirement Account
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act was signed into law. The bill includes provisions intended to provide...
Information Regarding Covid-19 and Your Rocket Dollar Account
We are currently living through some of the toughest times many of us have experienced. We have a responsibility to be conscious of those around us,...
How Is Cryptocurrency Taxed?
While the world of cryptocurrencies has exploded in recent years, taxes continue to be a headache for many investors. As governments pay closer...
Did you know Henry, CFP® writes for Forbes?
Henry Yoshida, CFP®, our CEO at Rocket Dollar, which helps Americans unlock retirement funds with Self-Directed IRAs and Solo 401(k) plans, writes...
Four Investment Opportunities for the Self-Employed
The gig economy is here to stay—roughly 34% of the U.S. workforce is employed through gig-based or freelance jobs. Most freelancers and gig workers...
How Does A Self-Directed Solo 401(k) Save You in Taxes?
Tax time can fill anyone with trepidation, but the apprehension of looming tax liability can be especially worrisome for independent contractors,...
A Comprehensive Guide to Understanding the Self-Directed Solo 401(k)
Historically, creating a Solo 401(k) as an investment vehicle was a complicated process — but no longer. Rocket Dollar streamlined the process of...
5 Tips for Investing in Precious Metals with an SDIRA
Portfolio diversification is one of the most crucial elements to help your retirement investments withstand cyclical economic downturns and bearish...
How to Use Retirement Funds for Long-Term Alternative Investments
Patience is a key tenet of any solid investment strategy. The frothy days of a plus-25,000 Dow Jones Industrial Average has prompted many casual...
3 Do’s and Don’ts of Self-Directed Solo 401(k) Compliance
As the deadline to file 2018 taxes looms ever closer, it’s important we take a step back and re-examine some of the rules governing self-directed...
Invest in Rocket Dollar's Partners
We are in the midst of an explosion in investment offerings. New rules around participation in private offerings is leading to an investment...
Henry Yoshida on the value of alternative investments in IRAs
Henry Yoshida, founder of Rocket Dollar, joins Mike Langford to discuss the value of providing clients with an easy mechanism for investing in...
Time Is Running Out: 4 Reasons Why You Should Open a Self-Directed Solo 401(k) Before The End Of 2018
There’s an old Chinese proverb that says the best time to plant a tree was 20 years ago. The second best time is now. The same can be said for...
Our Commitment To Your Security: Rocket Dollar Is SOC 2 Type 1 Compliant
We are proud to announce that Rocket Dollar is now SOC 2 Type 1 compliant. At Rocket Dollar, the online security of our customers' information is our...
#1 Savings Hack All Self-Employed People Need To Know
Working for yourself has some incredible benefits — freedom from early-morning alarms, rigid work schedules, boring daily routines and stifling...
Why Financial Advisers are Bullish on Alternative Investments
Historic investment strategies are changing, with investments in non-traditional assets, illiquid assets and other alternatives on the rise. The...