Roth Case Study
One of the most common questions we get surrounding IRA contributions is whether they should be...
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Self-Directed Solo 401(k)
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...
FORBES + ROCKET DOLLAR: Did you know Henry writes for Forbes?
Henry Yoshida, CFP, our CEO at Rocket Dollar, which helps Americans unlock retirement funds with...
Investing Locally With a Self-Directed Account: How to Invest in a Taco Truck Small Business With Your Rocket Dollar IRA
Investing in your community is a great way to have a positive impact on your local business...
Just Land Your Dream Job? Don't Forget Your Old 401(k)
Few situations in life are more stressful than a job loss, and chances are if you find yourself...
The SECURE Act and How It Affects Estate Planning
The SECURE (Setting Every Community Up for Retirement Enhancement) Act represents the first...
Four Investment Opportunities For Self-Employed | Rocket Dollar
The gig economy is here to stay – roughly 34 percent of the U.S. workforce is employed through...
Investing Strategies by Age
Investment strategies should be fluid and change over time – what’s best for Gen Zers or...
How To Choose Between A SEP Plan And A Solo 401(k) | Rocket Dollar
Choosing between a solo 401(k) plan (also known as a one-participant 401(k) plan) and a...
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...
Should You Buy a Self-Directed Solo 401(k)?
In order to be eligible for the Self-Directed Solo 401(k) account, you must be self-employed and...
Questions to Ask Before You Buy a Self-Directed IRA
Rocket Dollar provides customers unparalleled access to a wide range of alternative investments,...
What It Means To Have ‘Checkbook Control’ of Your IRA or 401(k)
Just like online trading platform E*Trade completely changed with way people invest in the stock...
3 Ways Angel Investors Benefit When They Invest with a Self-Directed Account
Angel investors are often the lifeblood of early-stage and startup businesses. In addition to...
Borrowing from Your Self-Directed Solo 401(k): Become Your Own Rich Uncle
The beauty of Self-Directed Solo 401(k)s is that they can be used to make a wide range of ...
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....
Career Webinar with Henry Yoshida for The McCombs School of Business
Henry Yoshida, CEO and Co-Founder of Rocket Dollar was invited to speak on The McCoombs School...
3 Reasons Why You Haven't Heard Of Self-Directed Accounts Before
Creating a business is a lot like powering a rocket – most of the thrust happens in first few...
3 Do’s and Don’ts of Self-Directed 401(k) Compliance
As the deadline to file 2018 taxes looms ever closer, it’s important we take a step back and...