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The Rocket Dollar Guide to Self-Directed Retirement Plans

We believe it should be easy for those investors to use their retirement accounts to invest in real estate or other alternative assets like private businesses. Our mission is to empower people to take control of their retirement in a simple fashion.

 

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Download for free today
The Rocket Dollar Guide to Self-Directed Retirement Plans
We believe it should be easy for those investors to use their retirement accounts to invest in real estate or other alternative assets like private businesses. Our mission is to empower people to take control of their retirement in a simple fashion.  This guide is meant to launch you on your mission the master of your own IRA or Solo 401(k).

 

Unlock the guide

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What you'll learn:

What's a Self-Directed Retirement Account?

A Self-Directed IRA or Solo 401(k) offers checkbook control of your investments, allowing you to take full control of your retirement savings.

What can (and can't) you do with these accounts?

The list of alternative investments available to you in a self-directed retirement account is vast and includes almost any type of alternative investment you can imagine. That said, we'll cover rules established by the IRS and what to avoid.

What are the benefits of these account types?

Self-directed IRAs, Solo 401(k)s, and SEP-IRA accounts offer all of the tax benefits of investing in a tax-deferred or tax-free (in the case of a Roth) retirement account, regardless of the investments within the account.

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Meet the Authors

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Henry Yoshida, CFP®
Co-founder & CEO

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Chris Palmisano
COO & CRO

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Thomas Young
Co-founder & VP Marketing

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What people are saying about Rocket Dollar accounts:

“So slick, super user-friendly. I’ve recommended Rocket Dollar to both of my brothers. Customer experience is unmatched!!!”
“Really quick to respond and I can always get someone on the phone. Costs less than my old IRA custodian and better service.”
“Smooth experience, thanks for making Self-Directed IRA easier.”
“Stayed on my transfer and kept us informed every step of the way. Exactly the service we needed. Much appreciated!”
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