New Multi-Retirement Account & Household Pricing
Enjoy new pricing breakpoints on multiple accounts from Rocket Dollar. You can get a long-term discount as an individual or household. SPECIAL DISCOUNT Open Multiple & Family Accounts at a Discount Rocket Dollar is now offering multiple-account pricing! We are excited to debut this highly requested feature for members or households investing with multiple retirement accounts. With tax time approaching, don't hesitate to open another Traditional or Roth IRA and save some money upfront and $5 on your own or your family's next subscription. Open an Account You’ll even receive an additional discount on your subscription. Learn more on our pricing page > For every additional account you open with Rocket Dollar, the next is offered at a discounted price. First, sign up for an account. If you already have an account, you can sign up for a second one right from your dashboard home section after logging in. If you are signing up for a family member, you will have to log out, start fresh, and use their phone number at this time. Once you open your first account, you can email our team for a discount code at info@rocketdollar.com. A second heavier discount code can be given for a third or fourth account. If your account will be joined in a household, or you forgot to use our code that helps tag your account, please fill out the form below, and allow two billing cycles to adjust your subscription. HouseHold Submittal Request Form Invest in what you want. Contact Us (855) 762-5383 info@rocketdollar.com www.rocketdollar.com Rocket Dollar, Inc. | Made in ATX2028 E. Ben White BlvdSuite 240-4010Austin, Texas 78741, USAYou’re subscribed to Marketing Information from Rocket Dollar.Manage preferences
[Webinar Tomorrow!] Register Today To Learn About Hybrid Property Management.
Learn more about real estate investing and how Hemlane can help you take your property management to the next level. WEBINAR TOMORROW! Hybrid Property Management with Hemlane Wednesday, March 22 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Hemlane is a modern property management solution designed to help landlords manage their rental properties from anywhere. Top-rated by Gartner, Hemlane offers services to find qualified tenants and manage the daily operations. Flexible packages offer upgrades, including 24/7 repair coordination and local support when a landlord needs it. Hemlane provides rental owners with peace of mind, increases their cash flow, and increases tenant satisfaction. Manage Less. Live More. With a self-directed IRA, the investment options are almost endless, and now more than ever, real estate is becoming the go-to asset class. With a Rocket Dollar account, it's possible to own a property in your IRA, and our friends at Hemlane are making it easy for you to manage the property. Today, you only have two extreme options to manage your rental properties -- do everything yourself or hire a full-service manager. Hemlane is innovating by unbundling tasks and providing more flexible solutions. You'll Learn About... What are the property management requirements if you use self-directed funds on rental properties. How you can leverage technology to create a property management solution for your situation. Different ways to increase your cash flow and scale your portfolio. Speakers Dana DunfordCo-Founder & CEO Dana Dunford is the CEO of Hemlane, a venture-backed property management platform. She is a strong advocate of purchasing properties anywhere, as the best investments are not typically in your backyard. She supports real estate investors in setting up the most intelligent process to manage rentals from a distance while connecting them with local, licensed professionals. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
It's Not Too Late! Save With Rocket Dollar
Don't forget that contributions to a traditional IRA might be tax deductible. There is still time to save on taxes. Hi sale, There’s still time left before the April tax deadline to open your Rocket Dollar retirement account. By contributing to a retirement account, you can potentially lower your taxable income and benefit from tax-deferred growth on your investments, ultimately helping you achieve your long-term financial goals. So why not take advantage of tax season and invest in your future? Don’t miss your last chance to save big on taxes. Sign up or call today. Get Started Invest in what you want. Contact Us (855) 762-5383 info@rocketdollar.com www.rocketdollar.com Rocket Dollar, Inc. | Made in ATX2028 E. Ben White BlvdSuite 240-4010Austin, Texas 78741, USAYou’re subscribed to Marketing Information from Rocket Dollar.Manage preferences
[Upcoming Webinar] The Future Is Hybrid!
Learn more about real estate investing and how Hemlane can help you take your property management to the next level. WEBINAR NEXT WEEK Hybrid Property Management with Hemlane Wednesday, March 22 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Hemlane is a modern property management solution designed to help landlords manage their rental properties from anywhere. Top-rated by Gartner, Hemlane offers services to find qualified tenants and manage the daily operations. Flexible packages offer upgrades, including 24/7 repair coordination and local support when a landlord needs it. Hemlane provides rental owners with peace of mind, increases their cash flow, and increases tenant satisfaction. Manage Less. Live More. With a self-directed IRA, the investment options are almost endless, and now more than ever, real estate is becoming the go-to asset class. With a Rocket Dollar account, it's possible to own a property in your IRA, and our friends at Hemlane are making it easy for you to manage the property. Today, you only have two extreme options to manage your rental properties -- do everything yourself or hire a full-service manager. Hemlane is innovating by unbundling tasks and providing more flexible solutions. You'll Learn About... What are the property management requirements if you use self-directed funds on rental properties. How you can leverage technology to create a property management solution for your situation. Different ways to increase your cash flow and scale your portfolio. Speakers Dana DunfordCo-Founder & CEO Dana Dunford is the CEO of Hemlane, a venture-backed property management platform. She is a strong advocate of purchasing properties anywhere, as the best investments are not typically in your backyard. She supports real estate investors in setting up the most intelligent process to manage rentals from a distance while connecting them with local, licensed professionals. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
[Newsletter] Self-Directed IRA Before Tax Day? The Benefits
🗞️ An often overlooked option to save on taxes is opening a self-directed Individual Retirement Account (IRA) before the tax deadline... March 2023 Blog Opening a Self-Directed IRA Before Tax Day As the tax deadline approaches, many people are scrambling to figure out ways to reduce their tax liability. One often overlooked option is opening a self-directed Individual Retirement Account (IRA) before the tax deadline. In this blog post, we’ll explain a self-directed IRA and why it’s worth considering opening one before tax day. Read More How Diamonds Can Fit Into Your Portfolio with Cormac Kinney In this episode, Henry interviews Cormac Kinney, Founder, and CEO at Diamond Standard. Diamond Standard is the producer of the world’s first diamond commodities. They are developing a technology, becoming a diamond market-maker, and a commodity producer. Listen Now Investing in a leader of the Global Coffee Industry with Legacy Group The Green Coffee Company, a Legacy Group portfolio company and Colombia’s largest coffee producer has announced the launch of its $100 million Series C funding round. The company’s innovative business model allows for complete control of the supply chain. Watch Now Medium SEC Investor Alert Not Just For Self-Directed Accounts In February 2023, the SEC issued an “Investor Alert” warning folks about the risk of investing via a self-directed IRA and the risk of fraud. The argument was that investors should be wary of fraud when investing in assets outside public markets. The article narrowly focused on self-directed IRAs. However, I would argue that it is important for investors to conduct thorough due diligence on any investment they are considering and not invest any monies through an entity they do not fully trust. Read More Follow us on Medium If you don't already, follow us on Medium for exclusive blogs and posts. Follow Blog Investing in Wine and Spirits with Your IRA as Securitized Assets Wine and Spirits can be an investable asset class in your retirement account, but not as physical assets. As a securitized, intangible asset, much like shares of a publicly traded security, the narrative changes. What is typically considered a “prohibited transaction” is now considered allowable given that the structure of the investment vehicle is modified from a bottle of wine that can be stored in your home and shared amongst friends at a dinner party, to a passive investment, far out of reach and combined with other similar assets (bottles of liquor or fine wine) held within an investment structure similar to a mutual fund (note: it is not a mutual fund). Read More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
Tax A Break. A Tax Break.
Don't forget that contributions to a traditional IRA might be tax deductible. Get started with Rocket Dollar before the tax deadline. Hi sale, Did you know that contributions to a traditional IRA might be tax deductible for the year the contribution is made?Contributions made to a ROTH IRA also get a tax break which is great when you withdraw the money tax-free.The earlier you get your money into an IRA, the more time it has to grow.Save on taxes and a feeling of wishing you had done it earlier. The tax deadline is getting closer, so don't delay. Open a Rocket Dollar account now and save today! Don’t miss your last chance to save big on taxes. Sign up or call today. Get Started Invest in what you want. Contact Us (855) 762-5383 info@rocketdollar.com www.rocketdollar.com Rocket Dollar, Inc. | Made in ATX2028 E. Ben White BlvdSuite 240-4010Austin, Texas 78741, USAYou’re subscribed to Marketing Information from Rocket Dollar.Manage preferences
[Webinar Tomorrow] Capitalizing On Change: Top Trends Shaping Private Equity And Venture Capital
Learn more about investing in private equity investments through Onefund Investments with your retirement account. WEBINAR TOMORROW Capitalizing on Change: Top Trends Shaping Private Equity and Venture Capital Thursday, March 9 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale OneFund offers access to the world’s top Private Equity and Venture Capital funds without the multi-million dollar minimums. We allow our investors to diligence offerings and request allocations at the push of a button, bypassing the historically laborious process of subscribing to a PE or VC fund. OneFund's offerings are selective in nature and only available to a select set of our members. OneFund Investment's John Bailey discusses the current trends shaping the Private Equity and Venture Capital industry and different ways to think through allocating to the asset class. You'll Learn About... Impact Investing and where investors seek to generate positive social or environmental outcomes in addition to financial returns. How increasing interest rates impact private equity firms' ability to finance acquisitions and achieve desired returns. Why private equity and venture capital firms are paying closer attention to the ESG performance of their portfolio companies. How record dry powder levels will change the landscape of PE and VC acquisitions for the next several years. Speakers John BaileyCo-Founder & CEO John Bailey co-founded OneFund Investments with Spencer Moslow in 2022 with the goal of increasing access to top-tier, exclusive Private Equity and Venture Capital opportunities. Before starting OneFund, John worked at General Atlantic, a global growth equity fund based in New York. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
[Upcoming Webinar] Capitalizing On Change: Top Trends Shaping Private Equity And Venture Capital
Learn more about investing in private equity investments through Onefund Investments with your retirement account. WEBINAR NEXT WEEK Capitalizing on Change: Top Trends Shaping Private Equity and Venture Capital Thursday, March 9 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale OneFund offers access to the world’s top Private Equity and Venture Capital funds without the multi-million dollar minimums. We allow our investors to diligence offerings and request allocations at the push of a button, bypassing the historically laborious process of subscribing to a PE or VC fund. OneFund's offerings are selective in nature and only available to a select set of our members. OneFund Investment's John Bailey discusses the current trends shaping the Private Equity and Venture Capital industry and different ways to think through allocating to the asset class. You'll Learn About... Impact Investing and where investors seek to generate positive social or environmental outcomes in addition to financial returns. How increasing interest rates impact private equity firms' ability to finance acquisitions and achieve desired returns. Why private equity and venture capital firms are paying closer attention to the ESG performance of their portfolio companies. How record dry powder levels will change the landscape of PE and VC acquisitions for the next several years. Speakers John BaileyCo-Founder & CEO John Bailey co-founded OneFund Investments with Spencer Moslow in 2022 with the goal of increasing access to top-tier, exclusive Private Equity and Venture Capital opportunities. Before starting OneFund, John worked at General Atlantic, a global growth equity fund based in New York. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
[Webinar Tomorrow] How To Invest In Real Estate Secured Passive Investments Through Mid Atlantic.
Learn more about investing in real estate secured passive investments through Mid Atlantic with your retirement account. WEBINAR TOMORROW Simplified IRA Real Estate Investing with the Mid Atlantic Fund Wednesday, March 1 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Mid Atlantic Secured Income Fund LLC is a private debt fund. That raises capital and then lends this capital to high-quality, industry-leading local companies in the four ways described below. The loans are always secured by real, tangible collateral with huge equity cushions. Borrowers pay Mid Atlantic interest on these loans every month, and we pass that interest on to investors. Safe, Simple, Secured… Learn how to exit the Wall Street casino! The product has a defined value and a defined return. Many products out there give you one or the other. Secure your IRA value by locking in your investment value and investment return with the Mid Atlantic Fund. You'll Learn About... Exiting the Wall Street Casino. Passive real estate investment options for your IRA Using the security of real estate in capital preservation investment strategy (Rule #1 – Don’t lose money…..Rule #2 – Remember Rule #1) Our unique product that provides defined value and returns. Speakers Nathan J. LarsenChief Investment Officer Nathan J. Larsen serves as the CIO of the Fund and Founder of Credo Capital Management LLC. Mr. Larsen has 20 years of experience in the full life cycle management of debt portfolios in various asset classes (including commercial/non-owner occupied residential real estate, automotive, specialty finance, consumer finance, inventory & receivable factoring, and small business working capital in the legal and healthcare industries) with an aggregate value of over $500 million under management. For the past three years, Mr. Larsen has been a Special Advisor to PE firms in the legal and healthcare finance space. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
Invest In Your Future And Save On Taxes With Rocket Dollar
As tax season approaches, it's important to consider how you can maximize your retirement savings while minimizing your tax bill. Hi sale, As tax season approaches, it's important to consider how you can maximize your retirement savings while minimizing your tax bill. Now is a great time to review your retirement investments and ensure that you're maximizing your tax benefits while achieving your long-term financial goals. By opening a Rocket Dollar account you are taking advantage of great potential tax savings. Learn more about a Rocket Dollar Account. Don’t miss your last chance to save big on taxes. Sign up or call today. Get Started Invest in what you want. Contact Us (855) 762-5383 info@rocketdollar.com www.rocketdollar.com Rocket Dollar, Inc. | Made in ATX2028 E. Ben White BlvdSuite 240-4010Austin, Texas 78741, USAYou’re subscribed to Marketing Information from Rocket Dollar.Manage preferences
[Newsletter] Redefining How Everyone Accesses Real Estate, Investing In Fine Wine, And More!
🗞️ This company is unlocking the $27 trillion home equity market for retail investors and homeowners alike. February 2023 Webinar Nada and Cityfunds Real Estate in a Retirement Account Nada is an investment and wealth-tech platform that has redefined how everyone accesses real estate assets. Nada is unlocking the $27 trillion home equity market for retail investors and homeowners alike. Cityfunds is an index-like real estate fund providing targeted exposure to a single city’s home equity market. Watch Now Uncorking the Secret World of Fine Wine and Rare Spirits Investing with Nick King In this episode of Rocket Your Dollar, Henry speaks with Nick King, Founder and CEO of Vint. Vint is an investment platform that makes it possible for investors of all sizes to invest directly in securitized and diversified collections of fine wine and rare spirits. Listen Now How to Use a Solo 401K to Invest in Real Estate with PassiveInvesting.com Nick Gonzaga talks with Whitney Elkins, Director of Investor Education at PassiveInvesting.com PassiveInvesting.com is a private equity real estate investment firm focused on building passive income and equity for its investors through risk-adjusted real estate investments in the hottest real estate markets in the United States. Watch Now In Case You Missed It The Benefits of Using a Tax-Advantaged Account When considering any eligible investment, investing through an IRA provides several advantages over making the same investment with cash, such as tax advantages, protection from creditors and bankruptcy, and flexibility in terms of investment options. This article will discuss the benefits of investing in an IRA over cash and why it should be considered when making any eligible investment. Read More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
[Upcoming Webinar] How To Invest In Real Estate Secured Passive Investments Through Mid Atlantic
Learn more about investing in real estate secured passive investments through Mid Atlantic with your retirement account. WEBINAR NEXT WEEK Simplified IRA Real Estate Investing with the Mid Atlantic Fund Wednesday, March 1 2pm CST (12pm PST / 1pm MNT / 3pm EST) Register Today! Hey there, sale Mid Atlantic Secured Income Fund LLC is a private debt fund. That raises capital and then lends this capital to high-quality, industry-leading local companies in the four ways described below. The loans are always secured by real, tangible collateral with huge equity cushions. Borrowers pay Mid Atlantic interest on these loans every month, and we pass that interest on to investors. Safe, Simple, Secured… Learn how to exit the Wall Street casino! The product has a defined value and an ad-defined return. Many products out there give you one to the other. Secure your IRA value by locking in your investment value and investment return. You'll Learn About... Exiting the Wall Street Casino. Passive real estate investment options for your IRA Using the security of real estate in capital preservation investment strategy (Rule #1 – Don’t lose money…..Rule #2 – Remember Rule #1) Our unique product that provides defined value and returns. Speakers Nathan J. LarsenChief Investment Officer Nathan J. Larsen serves as the CIO of the Fund and Founder of Credo Capital Management LLC. Mr. Larsen has 20 years of experience in the full life cycle management of debt portfolios in various asset classes (including commercial/non-owner occupied residential real estate, automotive, specialty finance, consumer finance, inventory & receivable factoring, and small business working capital in the legal and healthcare industries) with an aggregate value of over $500 million under management. For the past three years, Mr. Larsen has been a Special Advisor to PE firms in the legal and healthcare finance space. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
Take Control Of Your Retirement Investing And Save On Taxes With Rocket Dollar
Now is the perfect time to start thinking about ways to maximize your retirement savings while reducing your tax bill. Hi sale, With tax season upon us, now is the perfect time to start thinking about ways to maximize your retirement savings while reducing your tax bill. That's where Rocket Dollar comes in. That's where Rocket Dollar comes in. Consider signing up with Rocket Dollar before tax day for three key reasons: #1 Tax Benefits With a self-directed IRA or Solo 401(k) from Rocket Dollar, you can invest in alternative assets like real estate, private equity, and cryptocurrency, among others. These investments can offer significant tax benefits, including potential tax-free or tax-deferred growth. #2 Diversification By investing in a wide range of assets, you can diversify your portfolio and reduce your risk. Plus, you'll have more control over your investments, which can help you make better decisions and achieve your retirement goals. #3 Easy to Use Rocket Dollar makes it easy to manage your self-directed retirement account. Our online platform is user-friendly, and we offer educational resources to help you navigate the complexities of self-directed investing. Get Started Contact Us (855) 762-5383 info@rocketdollar.com Rocket Dollar, Inc. | Made in ATX2028 E. Ben White BlvdSuite 240-4010Austin, Texas 78741, USAYou’re subscribed to Marketing Information from Rocket Dollar.Manage preferences
[Newsletter] The Benefits Of Investing In An IRA Over Cash
🗞️ The benefits of investing in an IRA over cash, How to Buy, Sell, and Manage Real Estate Anywhere, and more! February 2023 Blog The Benefits of Investing in an IRA Over Cash When considering any eligible investment, investing through an IRA provides several advantages over making the same investment with cash, such as tax-advantages, protection from creditors and bankruptcy, and flexibility in terms of investment options. This article will discuss the benefits of investing in an IRA over cash and why it should be considered when making any eligible investment. Read More How to Buy, Sell, and Manage Real Estate Anywhere with Gary Beasley Henry speaks with the CEO of Roofstock, Gary Beasly. Roofstock is a leading online marketplace for investors in the single-family rental (SFR) home sector. They have helped support more than $5 billion in total transactions, which continues to grow. Learn how you can leverage Roofstock to diversify your portfolio. Listen Now Percent + Rocket Dollar: Using Private Credit to Diversify Your Portfolio Hear from Nelson Chu, Founder & CEO of Percent, and Prath Reddy, President at Percent, on the evolution of private markets and how largely uncorrelated investments like private credit can help unlock yield and diversify your portfolios. Watch Now In Case You Missed It Rocket Dollar's Broker-Dealer License Approved The news is out: Rocket Dollar's broker-dealer license has been approved! This allows us to continue building the best retirement products for investors. We’re excited to continue building new products for our current and future customers, and making it easier than ever before to invest in all assets with tax-advantaged dollars. Read More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
[Newsletter] Rocket Dollar's Broker-Dealer License Approved
🗞️ The news is out: Rocket Dollar's broker-dealer license has been approved! Read the full post, learn about in-kind transfers, and more! January 2023 Blog Rocket Dollar's Broker-Dealer License Approved The news is out: Rocket Dollar's broker-dealer license has been approved! This allows us to continue building the best retirement products for investors. We’re excited to continue building new products for our current and future customers, and making it easier than ever before to invest in all assets with tax-advantaged dollars. Read More Investing in 2023: A Look Ahead As we enter the new year, many people are looking ahead to the future and considering where to invest their money. With the economy still recovering from the impacts of the COVID-19 pandemic, it's natural to have concerns about the stability and potential returns of different investments. Read More Portfolia: Investing In Women for Generational Change with your IRA or Solo 401(k) Trish Costello, the founder of Portfolia joins Henry Yoshida (CEO) and Brittnay Falk, (Head of Support) to talk about how Portfolia is investingin women's, health, venture, women-led businesses through their different venture funds. Watch Now News In-Kind Transfers Are Now Available for Sign-Up with Rocket Dollar Rocket Dollar has decided to offer the in-kind transfer feature to a select group of investors. This offering is through invitation only and is available for a limited time, depending on incoming volume at Rocket Dollar. This offer excludes any publicly traded securities, as we are unable to hold such assets at this time. Read More In Case You Missed It How Crypto Cold & Hardware Wallets Work Inside of a Rocket Dollar IRA Henry Yoshida and Brendan Walsh, talk briefly about crypto in an IRA, the different types of crypto wallets that are available, the advantages and disadvantages of the different types of account models, and more. Read More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
[Webinar Tomorrow!] Invest In Cryptocurrency With Kraken!
Learn more about Kraken and how you can use your Self-Directed Retirement Account to invest in cryptocurrency. WEBINAR TOMORROW! Why Kraken: Longevity, Security, Client Service Wednesday, January 25 2pm CST (12pm PST / 1pm MNT / 3pm EST) REGISTER TODAY! Hey there, sale Kraken is one of the world’s largest digital asset exchanges and the leader in euro volume and liquidity. Globally, Kraken’s client base trades more than 200 digital assets. Kraken was founded in 2011 and was one of the first exchanges to offer spot trading with margin, regulated derivatives and index services. Kraken is trusted by well over 9 million traders and institutions around the world and offers professional, round the clock online support. After last year’s volatile cryptocurrency market and the high-profile bankruptcy of FTX, investors are looking for trusted crypto platforms. That’s why Rocket Dollar is excited to announce our new partnership with Kraken. Investors can buy and sell crypto on Kraken’s exchange without sacrificing security or performance, and all assets on their platform are backed by full reserves. Kraken’s supported coin list includes bitcoin, Etherum’s ether, and many more. You can view an overview of trading and other fees here. Please join us to learn about how we work with Rocket Dollar and why self-directed IRA holders should choose Kraken for their crypto holdings. Please note that investing in crypto is only available through our IRA LLC & Solo 401k accounts. To learn more, please review our partner's page. Also, this webinar will not be posted to youtube, only the Rocket Dollar website with password protection. To gain access to the live webinar, please use the code KRAKENRD23. You'll learn about... Kraken and their growth as a leading crypto exchange. Why you should consider Kraken as your go-to exchange to buy, sell, & trade cryptocurrency. The benefits of using Kraken to invest in crypto. How you can use your Rocket Dollar Retirement Account to invest in crypto with Kraken. Speakers Garrett Grinnell Institutional Relationship & Solutions Manager Garrett Grinnell, CIMA®, CDAA™, CBP is an Institutional Relationship & Solutions Manager at Kraken. Before joining Kraken in June 2021, Garrett held investment advisory roles with DWS/Deutsche Asset Management and Morgan Stanley Global Wealth Management. Brendan WalshBusiness & Sales Ops Manager Brendan Walsh is the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzaga is Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. REGISTER TODAY! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
[Upcoming Webinar!] Invest In Cryptocurrency With Kraken!
Learn more about Kraken and how you can use your Self-Directed Retirement Account to invest in cryptocurrency. WEBINAR NEXT WEEK! Why Kraken: Longevity, Security, Client Service Wednesday, January 25 2pm CST (12pm PST / 1pm MNT / 3pm EST) REGISTER TODAY! Hey there, sale Kraken is one of the world’s largest digital asset exchanges and the leader in euro volume and liquidity. Globally, Kraken’s client base trades more than 200 digital assets. Kraken was founded in 2011 and was one of the first exchanges to offer spot trading with margin, regulated derivatives and index services. Kraken is trusted by well over 9 million traders and institutions around the world and offers professional, round the clock online support. After last year’s volatile cryptocurrency market and the high-profile bankruptcy of FTX, investors are looking for trusted crypto platforms. That’s why Rocket Dollar is excited to announce our new partnership with Kraken. Investors can buy and sell crypto on Kraken’s exchange without sacrificing security or performance, and all assets on their platform are backed by full reserves. Kraken’s supported coin list includes bitcoin, Etherum’s ether and many more. You can view an overview of trading and other fees here. Please join us to learn about how we work with Rocket Dollar and why self-directed IRA holders should choose Kraken for their crypto holdings. This webinar will not be posted to youtube, only the Rocket Dollar website with password protection.To gain access to the live webinar please use the code KRAKENRD23. You'll learn about... Kraken, and their growth as a leading crypto exchange. Why you should consider Kraken as your go-to exchange to buy, sell, & trade cryptocurrency. The benefits of using Kraken to invest in crypto. How you can use your Rocket Dollar Retirement Account to invest in crypto with Kraken. Speakers Garrett Grinnell Institutional Relationship & Solutions Manager Garrett Grinnell, CIMA®, CDAA™, CBP is an Institutional Relationship & Solutions Manager at Kraken. Before joining Kraken in June 2021, Garrett held investment advisory roles with DWS/Deutsche Asset Management and Morgan Stanley Global Wealth Management. Brendan WalshBusiness & Sales Ops Manager Brendan Walsh is the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzaga is Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. REGISTER TODAY! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
Kraken + Webinar: A New Rocket Dollar Crypto IRA Exchange Partner
Rocket Dollar is happy to announce our new partner relationship with Kraken, a crypto exchange for everyone! Check out our webinar. NEW PARTNER Introducing our new crypto exchange partner... Hello sale, After a volatile last year in cryptocurrency, investors are looking for trusted crypto platforms. That’s why Rocket Dollar is excited to announce our new partnership with Kraken. Investors can buy and sell crypto on Kraken’s exchange without sacrificing security or performance, and all assets on their platform are backed byfull reserves. Kraken’s supported coin list includes Bitcoin, Ethereum, and much more.You can view an overview of trading and other fees here. Kraken and Rocket partnerships and operation teams have been coordinating to ensure smooth onboarding, moving cryptocurrency securely from another exchange, and putting in an over-the-counter order for larger cryptocurrency trades. Learn How to Apply to Kraken Kraken: Longevity, Security, Client Service Overview Webinar - Jan 25th, 2022 Kraken will be joining Rocket Dollar hosts to go through an overview of their platform. We will be going over client service, using the platform, and Kraken's financial stability and technical security, all hosted by Garrett Grinnell and Ray Connolly from the Kraken institutional team. This webinar will be password protected with KRAKENRD23. This webinar replay will not be posted to Youtube. It will be a password-protected replay on the Rocket Dollar website webinar archives within 24 hours after streaming. Register for the Webinar Rocket Dollar Crypto IRA Hardware Wallet Update In light of recent crypto security developments, we encourage our customers and crypto investors to conduct their own due diligence and take a look at our recently updated resources regarding crypto storage, hardware wallets, and cold wallets,updated on November 18th, 2022. Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
[Newsletter] Investing In 2023: A Look Ahead
🗞️ As we enter the new year, many people are looking ahead to the future and considering where to invest their money. Potential opportunities... January 2023 Blog Investing in 2023: A Look Ahead As we enter the new year, many people are looking ahead to the future and considering where to invest their money. With the economy still recovering from the impacts of the COVID-19 pandemic, it's natural to have concerns about the stability and potential returns of different investments. Here's a look at some potential opportunities for investors in 2023 and beyond. Read More How Crypto Cold & Hardware Wallets Work Inside of a Rocket Dollar IRA Henry Yoshida and Brendan Walsh, talk briefly about crypto in an IRA, the different types of crypto wallets that are available, the advantages and disadvantages of the different types of account models, and more. Read More Become a Rocket Dollar Affiliate We have recently done a complete overhaul of our affiliate program. Our team is committed to ensuring that our affiliates have all of the resources they need to be successful. We're here to answer product-specific questions, teach best practices, or provide the resources you need. Learn More Webinar Using Private Credit to Diversify Your Portfolio and Generate Returns Hear from Nelson Chu, Founder & CEO of Percent and Prath Reddy, President at Percent, on the evolution of private markets and how largely uncorrelated investments like private credit can help unlock yield and diversify your portfolios. Watch Now In Case You Missed It Are Alternative Investments Right For You? As alternative investments go mainstream, every investor should consider the simple question, “Are alternative investments right for me?” The answer depends on various questions, such as your investing goals, time horizon, and risk appetite. We'll explore a few things to keep in mind when considering alternative investments and how there is an investment for everyone, depending on their goals. Read More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
[Webinar Tomorrow] Using Private Credit To Diversify Your Portfolio And Generate Returns
Learn how private credit investments can be a great asset to help diversify your portfolio and generate returns. WEBINAR TOMORROW Using Private Credit to Diversify Your Portfolio and Generate Returns Wednesday, January 11 11 am CST (9am PST / 10am MNT / 12pm EST) Register Today! Hey there, sale As rising rates and volatile markets continue to plague investors, returns are hard (but not impossible) to find. The search for yield has led investors to explore alternative investment strategies like private credit for higher yields, shorter durations, and low to no correlation to traditional equity and fixed-income markets. The private credit market, once only available to institutional investors, is a $7 trillion industry and one of the fastest-growing asset classes in private capital markets that is now witnessing a surge in investor demand. Private credit powers a great deal of the economy and has been a “go-to” source of funding for small business and consumer lending. What’s most notable is how it reached this size and scale without much technological advancement. Percent has created the modern credit marketplace, empowering investors, borrowers, and underwriters with innovative technology to increase the speed and velocity of transactions at a fraction of the cost. The company’s core infrastructure delivers public market efficiencies to the analog private credit market by powering the sourcing, structuring, syndication, surveillance, and servicing of private credit transactions from beginning to end. Hear from Nelson Chu, Founder & CEO of Percent, and Prath Reddy, President at Percent, on the evolution of private markets and how largely uncorrelated investments like private credit can help unlock yield and diversify your portfolios. You'll Learn About... Percent, and the benefits that they offer. Private Credit and why you should consider adding it to your portfolio. Various Markets and their size. Key aspects that drive and influence growth. Performing due diligence & comparing investment opportunities Speakers Nelson ChuCEO & Founder Nelson Chu is an experienced serial entrepreneur and the Founder and CEO of Percent, the modern credit marketplace. After witnessing the inefficiencies in the private credit markets, Nelson was inspired to transform this industry for the better and founded Percent in 2018. He and his team have built an end-to-end credit platform unlike any other, empowering borrowers, underwriters, and investors to transact with confidence through governance, asset transparency, and market standardization. Prath ReddyPresident Prath Reddy is the President of Percent and was the company’s first hire, helping to shape the direction of the company. He brings years of expertise and experience in financial services to his role, specifically in investment banking and capital markets. At Percent, Prath oversees the revenue-generating and client-facing operations, which include the Capital Markets, Credit, Compliance, and Business Development, teams. He also holds a Board Observer seat at the company. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
[Upcoming Webinar] Using Private Credit To Diversify Your Portfolio And Generate Returns
Learn how private credit investments can be a great asset to help diversify your portfolio and generate returns. WEBINAR NEXT WEEK Using Private Credit to Diversify Your Portfolio and Generate Returns Wednesday, January 11 11 am CST (9am PST / 10am MNT / 12pm EST) Register Today! Hey there, sale As rising rates and volatile markets continue to plague investors, returns are hard (but not impossible) to find. The search for yield has led investors to explore alternative investment strategies like private credit for higher yields, shorter durations, and low to no correlation to traditional equity and fixed-income markets. The private credit market, once only available to institutional investors, is a $7 trillion industry and one of the fastest-growing asset classes in private capital markets that is now witnessing a surge in investor demand. Private credit powers a great deal of the economy and has been a “go-to” source of funding for small business and consumer lending. What’s most notable is how it reached this size and scale without much technological advancement. Percent has created the modern credit marketplace, empowering investors, borrowers, and underwriters with innovative technology to increase the speed and velocity of transactions at a fraction of the cost. The company’s core infrastructure delivers public market efficiencies to the analog private credit market by powering the sourcing, structuring, syndication, surveillance, and servicing of private credit transactions from beginning to end. Hear from Nelson Chu, Founder & CEO of Percent, and Prath Reddy, President at Percent, on the evolution of private markets and how largely uncorrelated investments like private credit can help unlock yield and diversify your portfolios. You'll Learn About... Percent, and the benefits that they offer. Private Credit and why you should consider adding it to your portfolio. Various Markets and their size. Key aspects that drive and influence growth. Performing due diligence & comparing investment opportunities Speakers Nelson ChuCEO & Founder Nelson Chu is an experienced serial entrepreneur and the Founder and CEO of Percent, the modern credit marketplace. After witnessing the inefficiencies in the private credit markets, Nelson was inspired to transform this industry for the better and founded Percent in 2018. He and his team have built an end-to-end credit platform unlike any other, empowering borrowers, underwriters, and investors to transact with confidence through governance, asset transparency, and market standardization. Prath ReddyPresident Prath Reddy is the President of Percent and was the company’s first hire, helping to shape the direction of the company. He brings years of expertise and experience in financial services to his role, specifically in investment banking and capital markets. At Percent, Prath oversees the revenue-generating and client-facing operations, which include the Capital Markets, Credit, Compliance, and Business Development, teams. He also holds a Board Observer seat at the company. Brendan WalshBusiness & Sales Ops Manager Brendan Walshis the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure. Nick GonzagaSenior Sales Representative Nick Gonzagais Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida. SAVE YOUR SPOT Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences
[Newsletter] Your Last Chance In 2022, Generational Change With Your IRA Or Solo 401(k), And More!
🗞️ Alternative assets are a great addition to every portfolio, but it’s important to choose the right ones for you. December 2022 Webinar Portfolia: Investing In Women for Generational Change with your IRA or Solo 401(k) Trish Costello, the founder of Portfolia joins Henry Yoshida (CEO) and Brittnay Falk, (Head of Support) to talk about how Portfolia is investing in women's, health, venture, women-led businesses through their different venture funds. In this webinar: Portfolia Overview & Venture Funds Fund Structure The Evolution of Venture Capital The Results of Rising Interest Rates & Lower Stock Prices Returns, IRR, & TVPI. Why Choose Portfolia Watch Now This is Your Last Chance in 2022 Today is the last day in 2022 that you’ll be able to receive and electronically sign your adoption agreement. Due to the high traffic of accounts during this time, any Solo 401(k) accounts opened after today will have to wait until January 2023 to receive and sign your adoption agreement. Get Started Become a Rocket Dollar Affiliate We have recently done a complete overhaul of our affiliate program. Our team is committed to ensuring that our affiliates have all of the resources they need to be successful. We're here to answer product-specific questions, teach best practices, or provide the resources you need. Learn More Podcast S2E12: Play Wealth Creation on Easy with Mani Mahadevan In this episode, Henry interviews the Founder of Valur, Mani Mahadevan. Valur is helping their customers reinvest their earnings pre-tax to grow nest eggs faster. With Valur, you can strategize, calculate the potential gains, and execute your plan — all in one seamless experience. Mani discusses: What led him to found Valur. The tax advantages that are frequently left out by everyday people. The complexity of navigating an exit. Why you should start today instead of waiting. Where you can find content to get started with Valur. Listen Now In Case You Missed It Inflation and Alternative Investments Inflation, one of the most important economic indicators, can affect your investments in a number of ways. Inflation is a general increase in the price level of goods and services over time. When inflation increases, it means that your money will be worth less than it used to be because its purchasing power will fall as prices go up. As a result, investors are often looking for ways to protect their assets against inflation and a decrease in purchasing power. Read More Free eBook The Rocket Dollar Guide to Self-Directed Retirement Plans Download the FREE guide to Self-Directed Retirement Plans from the Rocket Dollar Team! Download Now If you enjoy this newsletter, please consider forwarding to a friend! Rocket Dollar, 2028 E. Ben White Blvd, Suite 240-4010, Austin, Texas 78741, United States, 1-855-762-5383 Manage preferences