You’re in full control. We’ve made it simple and secure to take checkbook control of your retirement money. Get a checkbook and a debit card to make investments easily. Our team is here to help ensure your plan is always compliant with the IRS and assists with annual reporting.
Keep the tax benefits of a retirement account, while investing with complete control.
Rollover an existing 401(k) or IRA or make direct contributions.
Transparent and affordable pricing. No hidden fees. No management fees.
Stocks and bonds are great, but there’s a world of investment opportunity. Diversify across different asset classes, and ensure that your retirement money is working as hard as possible.
"Rocket Dollar helps you unlock your old 401(k)s and IRAs to tap as a new source of capital. You can continue to enjoy the tax benefits of retirement accounts while diversifying your portfolio to invest in alternative asset classes such as startups and real estate."
- Matt Silk (CEO TMW Capital)
With a Traditional IRA, you make contributions and your investment earnings grow tax deferred until retirement. This plan is easy to qualify for and ideal for most individuals.
With a Roth IRA, you pay taxes upfront on contributions and your investment earnings grow tax-free. Additionally, you may withdraw money penalty-free at any time.
If you’re a self-employed individual or business owner without full-time employees the Solo 401(k) is the plan for you. Make large contributions and invest savings with many tax benefits.
Simplified Employer Pension Plans (SEP IRAs) are ideal for self-employed individuals or small-business owners looking to invest and save for retirement with tax-deferred benefits.
With a Traditional IRA, you make contributions and your investment earnings grow tax deferred until retirement. This plan is easy to qualify for and ideal for most individuals.