Why is the Solo 401(k) so powerful?
Both Tradition and Roth buckets in one, high contribution rates, self-loaning, and UDFI exemption... the Solo K is all that and more.
For self-employed individuals, a Rocket Dollar Solo 401(k) is the most powerful retirement investment vehicle. This webinar covers the Solo 401(k), it's benefits, and how to open one in time for the 2020 tax year.Watch on-demand
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.
Mike is the co-founder of the Chicago-based Small Business Advocacy Council (SBAC), a non-profit organization that lobbies on behalf of small businesses across Chicagoland. He holds a BA from UW Madison.
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.
John leads the team as Managing Partner & Chief Investment Officer, leveraging over 15 years of Wall Street experience with ﬁrms like Lord Abbett and Guggenheim.
After leaving Wall Street in 2016, John founded an independent Registered Investment Advisory ﬁrm prior to Sarson Funds.
John serves as an elected delegate on the not-for-proﬁt Blockchain Policy Council, John graduated from the University of Notre Dame and is series 65 Securities licensed.
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