Henry Yoshida, CFP®
Co-founder & CEO
A Roth retirement account might fit into your overall retirement strategy to lower your tax burden.
You can convert your Tradition account to a Roth, pay taxes once, and never pay on that money again!
Even if you don't qualify for Roth contributions, you can take advantage of this type of retirement account using the "Backdoor Roth" contribution strategy.
The beautiful thing about Rocket Dollar is you can invest in unusual assets (real property, venture capital, private equity) and route it through Rocket Dollar and you’re self-empowered to self-direct those assets.
I could not find another organization that could do this as efficiently and in that price range. They're very responsive and in the way they communicate to me I find helpful, direct, and they put it in terms that I understood.
I chose Rocket Dollar because it was a very simple, streamlined process; very easy to use, well-managed. I didn't have to look at other companies, it just fulfilled what I needed.