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🚀 Your 401(k) can do way more than stocks and mutual funds.
Henry Yoshida, CEO of Rocket Dollar, former Merrill Lynch veteran, and founder of Honest Dollar (acquired by Goldman Sachs), reveals how to unlock your retirement accounts for private investments like real estate, oil & gas, and more.
In this episode:
Why 83% of $100M+ revenue companies are privately held
How self-directed IRAs and solo 401(k)s work
The barbell strategy for tax-smart investing
Why six deals at $50K beats one deal at $375K
What UBIT actually means for your returns
How to plan early retirement drawdowns before 59½
💡 Bottom line: stop chasing stock picks. Focus on what you can control.
Connect with Henry:
https://www.rocketdollar.com
Instagram: @FitFinanceHenry
Learn more about Clive Capital: https://www.clivecapital.com
⚠️ Not financial advice. All investments carry risk. Consult your CPA and attorney before investing
#SelfDirectedIRA #PrivateInvesting #AlternativeInvestments #RetirementPlanning #401k #RocketDollar #CliveCapital #GenerationalWealth #PassiveIncome
By Keshav Kolur🚀 Your 401(k) can do way more than stocks and mutual funds.
Henry Yoshida, CEO of Rocket Dollar, former Merrill Lynch veteran, and founder of Honest Dollar (acquired by Goldman Sachs), reveals how to unlock your retirement accounts for private investments like real estate, oil & gas, and more.
In this episode:
Why 83% of $100M+ revenue companies are privately held
How self-directed IRAs and solo 401(k)s work
The barbell strategy for tax-smart investing
Why six deals at $50K beats one deal at $375K
What UBIT actually means for your returns
How to plan early retirement drawdowns before 59½
💡 Bottom line: stop chasing stock picks. Focus on what you can control.
Connect with Henry:
https://www.rocketdollar.com
Instagram: @FitFinanceHenry
Learn more about Clive Capital: https://www.clivecapital.com
⚠️ Not financial advice. All investments carry risk. Consult your CPA and attorney before investing
#SelfDirectedIRA #PrivateInvesting #AlternativeInvestments #RetirementPlanning #401k #RocketDollar #CliveCapital #GenerationalWealth #PassiveIncome