Self-Directed investing allows investors to make all investment decisions from a tax-advantaged retirement account. This includes choosing assets, vetting deals, and writing checks. A self-directed account holder can invest in any asset class allowed by the IRS.
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)