Rocket Dollar - September 24, 2024

[Webinar Tomorrow] Learn about the basics of self-directed retirement accounts to invest in alternative assets.

Register Today to learn about the basics of using a self-directed...

WEBINAR TOMORROW

Self-Directed IRA Overview: What is it and how can I use it

Wednesday,

September 25th

1pm CST

(11am PST / 12pm MNT / 2pm EST)

Register Today!

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Hey there, friend

Millions of people have money stuck in their former employer's retirement plans and traditional and Roth IRAs that restrict investment choice. At Rocket Dollar, we help those people unlock their money to invest in alternatives with no taxes. The days of 60/40 'set it and forget it' stock/bond investing are dead. Demand for investing private companies, crypto, real estate, and other alternative investments is at an all time high. Welcome to 21st Century diversification.

Viewers will benefit from getting a high level overview of self-directed IRAs, which are IRA accounts that allow individuals to own private and alternative investments in a tax advantaged IRA. Whether you are unfamiliar with SD-IRAs or have prior experience, this webinar will start with the basics, explain specific use cases, the rules/provisions surrounding SD-IRAs, and introduce Rocket Dollar as the premier SD-IRA provider in the marketplace.

You'll Learn About...

Self-Directed IRAs versus regular IRAs. The key differences and why your current provider can't offer this.
Going deeper into Self-Directed IRAs: What can you invest in, What are the rules and tax implications for SD-IRAs, and how can I incorporate SD-IRAs into my overall investment objectives.
Alternative and private investments go mainstream. How do I select which type of Self-Directed IRA is right for me? How do I get started, and what is the process for funding a new SD-IRA?

Speakers

Henry Yoshida

SVP WAO Fintech &

Co-Founder of Rocket Dollar

Henry is SVP of WAO Fintech and Co-founder of Rocket Dollar, a web platform that lets people invest tax-advantaged retirement monies into private and alternative investments. Previously, Henry was the founder of venture capital-backed robo-advisor retirement platform Honest Dollar (acquired by Goldman Sachs in 2016), was the founder of MY Group (acquired by CAPTRUST), and spent over 10 years at Merrill Lynch. Henry has many retirement and financial industry accolades and certifications. He is a Certified Financial Planner, is extremely passionate about FinTech innovation in wealth management, and has brought multiple innovative products and methodologies to the market. Henry graduated from The University of Texas at Austin and has an MBA from Cornell University. He lives in Austin, Texas, with his two daughters.

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