Learn the benefits of a Roth IRA and why it's so popular
The Self-Directed Roth IRA—Simplified
A Roth IRA can be a powerful investment tool by itself, and adding in the self-directed benefit brings it to another level. Many people who had corporate-sponsored retirement plans are unaware of the benefits of opening or converting their accounts into a Self-Directed Roth IRA.
It’s important to note that even if you have a traditional IRA or a Self-Directed retirement account, you also can have a Self-Directed Roth IRA. You are also able to convert your traditional IRA into a Self-Directed Roth IRA. Tune into this webinar to get all the answers you need open to a Self-Directed Roth IRA and significantly impact your long-term retirement savings. Register to watch the webinar and maximize your retirement savings.
After viewing this webinar, you will:
Meet the host
COO & CRO
Chris Palmisano is Chief Operating Officer/Chief Revenue Officer and Board Member at Rocket Dollar. He has held leadership roles in sales, marketing, business development, and operations at Khorus Software, SolarWinds, and Google.
He is a mentor at startup accelerators, a guest lecturer at business schools, an angel investor, Founding Venture Partner at NextGen Venture Partners, and an advisor to CEOs.
Chris is a former Marine Corps officer and lives in Austin, Texas. He holds an MBA, Beta Gamma Sigma, from the University of North Carolina’s Kenan-Flagler Business School, an MS from Boston University, a BS from Rochester Institute of Technology, and a US patent in mobile computing.
Business & Sales Operations Manager
Brendan Walsh is a fintech entrepreneur and Wisconsin-Madison graduate, coming from the financial advising and the retirement industry in Chicago. Before joining Rocket Dollar, He consulted various fintech, crypto, and blockchain startups growing throughout his home city. He is also the first to relocate from outside Austin to join the growing Rocket Dollar home office.
He specializes in sales and customer service automation, operations, and partnership management. Brendan has a talent for recognizing opportunities in new markets and creating efficiencies to accelerate the speed of a fintech organization. Using his experience as a financial planner and a 401(k) advisor, Brendan also manages the ever-expanding customer knowledge base for Rocket Dollar.
Brendan can usually be found enjoying the live music scene of Austin, local tech events, biking outdoors, as well as sailing on Lake Travis and around the world.