Henry Yoshida is CEO of Rocket Dollar, helping Americans unlock retirement funds with Self-Directed (S-D) IRAs and S-D Solo 401(k) plans. One feels a certain…
Given that a recent GOBankingRates survey found that 23% of Americans have nothing saved for retirement, it's clear that many will be relying on Social Security to fund their golden years. And even if.
Studies show that the market has created a "Goldilocks" moment for alternatives. But technology and the industry need to work together to get it "just right."