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The Downfall of Traditional Investments
A brief dive into alternative investments, what they entail, the regulations behind them, and how your audience can truly benefit from alternative investments in an unstable market and unstable policies. This will lead into how leveraging self-directed IRAs can defer taxes on alternatives and what the best type of account could be for each unique situation.
Henry Yoshida is the CEO and co-founder of Rocket Dollar. He was previously the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar [acquired by Goldman Sachs in 2016], the founder of MY Group LLC [acquired by Captrust], and spent 10 years at Merrill Lynch. Mr. Yoshida is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market.
