Talk Your Book: Bring Your Own Deal

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Today’s Talk Your Book is presented by Rocket Dollar:

Michael and I spoke with Rocket Dollar CEO Henry Yoshida about self-directed IRAs.

We discuss:

  • The importance of putting alternative investments in tax-deferred accounts
  • Diversifying your retirement accounts
  • How a self-directed IRA works
  • How bring-your-own-deal works for tax-deferred retirement accounts
  • How Peter Thiel got $5 billion in an IRA
  • An IRA bank account
  • Making it easier to diversify into alternatives
  • How does reporting work on start-up investments?
  • Why is it so difficult for fintech firms to have tax-deferred retirement options?
  • What the Fidelity of the 21st century will look like
  • Putting rental houses in an IRA

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