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The Rocket Dollar Guide to Self-Directed Retirement Plans

Everything You Need To Know About Self-Directed Retirement Plans

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Unlock your old 401(k)s and IRAs to tap as a new source of capital and grow your retirement with what you know best!

Prior to Rocket Dollar, Yoshida was the co-founder of Honest Dollar, a robo-advisor retirement platform that was acquired by Goldman Sachs, as well as a founder of MY Group LLC, a $2.5-billion assets under management investment firm. 

He is a NextGen Venture and Central Texas Angel Network Partner, as well as a Techstars and Capital Factory mentor. In addition, Yoshida is a CERTIFIED FINANCIAL PLANNER™ and a former Merrill Lynch Vice President. He was a two time finalist for PLANSPONSOR’s Retirement Plan Advisor of the Year and a 401(k) Leadership finalist for the American Society of Pension Professionals and Actuaries. 

Yoshida graduated from The University of Texas at Austin and holds an MBA from both the Johnson School of Management at Cornell University and Queen’s University in Canada. He resides in Austin with his wife and two daughters.

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How to Take Checkbook Control of Your Retirement Savings

A Self-Directed IRA or Solo 401(k) allows you to take full control of your retirement savings. With a retirement account from Rocket Dollar, you will be able to invest in more than stocks and bonds, while keeping the tax benefits of a retirement account.

Why Most People Have Not Heard of These Accounts

Why Most People Have Not Heard of These Accounts

Most people haven’t heard of Self-Directed retirement accounts because most IRA providers make their money from what you're invested in, not from the account itself. You are being limited to stocks and bonds by your account provider, but the IRS allows you to invest in much more!

How You Can Invest in Real Estate, Private Equity, Cryptocurrencies, and More!

How You Can Invest in Real Estate, Private Equity, Cryptocurrencies, and More!

With a Self-Directed IRA or Solo 401(k) from Rocket Dollar, you are not limited to stocks and bonds. Take advantage of opportunities in Real Estate, Private Equity, Cryptocurrencies, and much more. Best of all, your investments are inside of a retirement account, meaning you don’t pay taxes on your investments.

“Smooth experience, thanks for making Self-Directed IRA easier.” — Satya

“Really quick to respond and I can always get someone on the phone. Costs less than my old IRA custodian and better service.” — Paul

“Stayed on my transfer and kept us informed every step of the way. Exactly the service we needed. Much appreciated!” — Blake

“So slick, super user-friendly. I’ve recommended Rocket Dollar to both of my brothers. Customer experience is unmatched!!!” — Tom

What Does Rocket Dollar Do?

Rocket Dollar- Self-Directed Investing

 


 

 

 

Want Henry Yoshida to Speak at Your Event?

Henry Yoshida has spoken at hundreds of events nationwide including:
  • Money 20/20

  • SXSW

  • iOi Summit hosted by the National Association of REALTORS®

Speaking highlights:
  • Fintech

  • Startups

  • Real Estate

  • Financial Planning

Learn More
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