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Free Ebook

The Rocket Dollar Guide to
Self-Directed Retirement Plans
Second Edition

We wrote this book to serve you as the ultimate self-directed resource. Whether you’re thinking of an account or have an account, this book is the ultimate guide!

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The Rocket Dollar Guide to Self-Directed Retirement Plans Second Edition
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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.

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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.

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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.

The Guide to Self-Directed Retirement Plans includes key topics like:

  • What Is a Self-Directed Retirement Account and Is It Right for Me?
  • What Can I Do With My SDRA?
  • Types of Accounts and Tax Benefits
  • Alternative Assets
  • Investor Profiles and Examples
  • Business Fundraising
  • Who is Rocket Dollar?
  • What Not to Do
  • Taking the Dive into SDRA Investing

Meet the authors

Henry Yoshida, CFP® | Rocket Dollar
Henry Yoshida, CFP®

Co-founder & CEO

Thomas Young | Rocket Dollar
Thomas Young

Co-founder & VP Marketing

Mike Panzarella | Rocket Dollar
Mike Panzarella

CTO

What people are saying about Rocket Dollar accounts

jen-hollars

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.

Jen Hollars
Investment Professional
dave-powers

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.

Dave Powers
Local Realtor
peter-daniel

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.

Peter Daniel
Reg. Acct. Exec. at Samsung Neurologica

Download your premier resource for all things self-directed.