We are in the midst of an explosion in investment offerings. New rules around participation in private offerings is leading to an investment revolution with hundreds of new deals coming to market.
Historically, only the wealthy and connected have had access to private offerings. To a large percentage of investors, accreditation requirements were the most significant obstacle to making these investments; not to mention the high minimums required for participation.
A myriad of investment platforms are taking the friction out of the process, by allowing folks to transact in non-traditional assets quickly and painlessly.
One of the largest planning hurdles has been the tax treatment of returns. The good news is that Rocket Dollar helps alleviate the tax burden by making it easy to use retirement account dollars to fund deals.
Whether you are interested in residential or commercial real estate, equity crowdfunding, or peer to peer lending, we've made it easy to find investment opportunities in our Partners Page.
Regardless of your investment size, you are able to maximize the tax advantages using a Rocket Dollar Self-Directed account; while investing in the asset class you are most passionate about.
Thomas Young : February 06 2021
People take advantage of Rocket Dollar accounts for many reasons. Every investor is in a different financial situation and has unique goals, whether...
Rocket Dollar : July 12 2018
Rocket Dollar recently was the subject of a story in Ignites, a leading trade publication for the mutual fund industry. Our co-founder Henry Yoshida...
2 min read
Thomas Young : January 18 2024
In the dynamic landscape of retirement investing, individuals are increasingly turning to self-directed IRAs and Solo 401(k)s to take control of...
Thomas Young