The Tax-Saving Power of Investing Within Retirement Accounts
Investing wisely is a key part of building and preserving wealth, but the vehicles through which you invest can have as big an impact on your...
News & Case Studies
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...
"Office Hours" on Rocket Your Dollar Podcast
When speaking to our audience members, it becomes clear that many folks have similar questions about our accounts, alternative assets, and how a...
3.0 Brings New Functionality to Account Management
Over the last four years, we've built a powerful and flexible platform that allows investors to take advantage of alternative assets with their...
Become an Accredited Investor Through Certification
One of the most significant barriers for most people to access private investments is the accreditation requirement for making private investments....
Investment Trends to Watch Out for Post-COVID
The coronavirus pandemic has led to an incredibly turbulent time for investors. The initial crash once major world economies shut down was a dramatic...
The Secure Act: What It Means for Your Retirement Account
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act was signed into law. The bill includes provisions intended to provide...
Information Regarding Covid-19 and Your Rocket Dollar Account
We are currently living through some of the toughest times many of us have experienced. We have a responsibility to be conscious of those around us,...
Rocket Dollar Self-Directed Accounts: Win-Win for Investor Relations
When competing for investor dollars, merely offering a healthy return is not always enough to keep investors happy. Keeping investors engaged with...
The New IRS Contribution Limits
Each year, the IRS announces changes to retirement plan contributions for 401(k) plans, individual retirement accounts and more. If you’re in the...
How Austin Founders Can Raise More Money Faster
Startup founders face many challenges. One of the biggest startup challenges is securing enough funds to meet cash flow needs. Cash flow issues can...
The Reality of #MillennialRetirementPlan
Millennials can be a complicated demographic to figure out. They’re better educated than any previous generation (40 percent have bachelor’s...
Veteran Founders and Fundraisers | Rocket Dollar
Army veterans Sean Drake and David Millner met in the early 1990s while serving as lieutenants in the 7th Infantry Division at Ford Ord, Calif. More...
Books the Rocket Dollar Team Loves
We asked the Rocket Dollar team what their favorite books are and we got a myriad of answers from startup tales to applying risk assessment...
NASDAQ Congratulates Rocket Dollar In Times Square
Rocket Dollar reached a new milestone in Q3 of 2019: customers in all 50 states and $50M assets under management, and NASDAQ recognized the milestone...
Facing Fintech Disruption Starts With An Agile Finance Department
Fintech companies, along with countless traditional businesses, face continual technological challenges from the deployment of new payment platforms,...
Our Commitment To Your Security: Rocket Dollar Is SOC 2 Type 1 Compliant
We are proud to announce that Rocket Dollar is now SOC 2 Type 1 compliant. At Rocket Dollar, the online security of our customers' information is our...
Rocket Dollar in the News
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...
Why Financial Advisers are Bullish on Alternative Investments
Historic investment strategies are changing, with investments in non-traditional assets, illiquid assets and other alternatives on the rise. The...