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    The Rocket Dollar Guide to Self-Directed Retirement Plans
    Download your free copy and learn how to launch your portfolio into the 21st century.

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      Free Webinar

      Common
      Self-Directed Retirement Questions

      Our recent survey shows that 75% of respondents want us to run a webinar about the most common Self-Directed questions. And we listened. Register to watch the recording of the webinar below.

      Watch on-demand

      Common Self-Directed Retirement Account Questions Webinar

      Rocket Dollar’s COO answers the most common questions about Self-Directed retirement accounts:

      Why haven't I heard of self-directed retirement vehicles and their ability to invest in alternatives?

      Why haven't I heard of self-directed retirement vehicles and their ability to invest in alternatives?

      Who is a prohibited person?

      Who is a prohibited person? How do I avoid prohibited transactions with them?

      How much do I need to make in order to max out the contributions to my Self-Directed Solo 401(k)?

      How much do I need to make in order to max out the contributions to my Self-Directed Solo 401(k)?

      open a brokerage account

      Can I open a brokerage account to invest in stocks, bonds, mutual funds, and other publicly traded securities with a Rocket Dollar account?

      Meet the host:

      chris_circle

      Chris Palmisano
      Rocket-Dollar-logo

      Chris Palmisano is Chief Operating Officer/Chief Revenue Officer and Board Member at Rocket Dollar. He has held leadership roles in sales, marketing, business development, and operations at Khorus Software, SolarWinds, and Google. He is a mentor at startup accelerators, a guest lecturer at business schools, an angel investor, Founding Venture Partner at NextGen Venture Partners, and an advisor to CEOs. Chris is a former Marine Corps officer and lives in Austin, Texas. He holds an MBA, Beta Gamma Sigma, from the University of North Carolina’s Kenan-Flagler Business School, an MS from Boston University, a BS from Rochester Institute of Technology, and a US patent in mobile computing.

      Register to watch

      Sign up to gain access to the recording.