Rocket Dollar Knowledge Base
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Pricing, Products, and Refund Policy
Pricing and Refund Policy
Rocket Dollar Core and Rocket Dollar Gold
Products and Account Types
In-Kind Transfers
CARES Act and Coronavirus Stimulus Retirement Changes
FAQs and the Benefits of Self-Directing Retirement Accounts
General FAQs
Opening a Rocket Dollar Account
Alternative Investments with Self-Directed Rocket Dollar Accounts
Rolling Over Retirement Accounts/Funds
Checkbook Control
Tax Benefits
Rocket Dollar Crowdfunding Campaign on Republic
Support
Support FAQs
Contacting the Support Team
Transfers
Troubleshooting
Complaint Handling Policy
Investing and Alternative Asset Classes
Investing FAQs
Stocks and Bonds
Crowdfunding
Startups
Real Estate
Digital Assets and Cryptocurrency
Loans, Debt, and Promissory Notes
Precious Metals
International Investments
Other Alternative Investments
Self-Directed IRA (Traditional, Roth, or Beneficiary)
Self-Directed IRA FAQs
Taxes
Contributions, Limits, and Distributions
Opening a Self-Directed IRA Account
Funding my IRA
Eligibility
Traditional (Pre-Tax)
Roth (post-tax)
IRA LLCs
Self-Directed Inherited/Beneficiary IRA
Uncommon Questions
Self-Directed Solo 401(k) (Traditional or Roth)
Self-Directed Solo 401(k) FAQs
Opening a Rocket Dollar Self-Directed Solo 401(k) Account
Structure and Titling
Contributions and Contribution Limits
Eligibility
IRS-Related Questions
Rolling Over/Transferring Old Accounts
Solo 401(k) Traditional Contributions
Solo 401(k) Roth Contributions
Solo 401(k) Loans
Uncommon Questions
Self-Directed SEP-IRA
SEP IRA FAQs
Self-Directing Retirement Compliance and Self Care
Fair Market Value (FMV)
Bank Accounts
Prohibited Transactions and Disqualified Persons
Self-Dealing
Tax Reporting
Partnering with Rocket Dollar
Fundraising with Rocket Dollar
Fundraising
Fundraising Compliance
Specific State Rules
Outside the United States
US Territories
Colorado and LLCs
California Residents
Texas Residents
Privacy, Security, Identity, and Fraud
Privacy
Security
Identity
Phishing and Fraud
Investor Relations
Republic Investors
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Pricing, Products, and Refund Policy
Check out clear and transparent pricing as well as all the products that are available on the Rocket Dollar Platform
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CARES Act and Coronavirus Stimulus Retirement Changes
The CARES Act by Congress (bill S.3548) has impacted certain provisions of your IRAs and Solo 401ks.
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FAQs and the Benefits of Self-Directing Retirement Accounts
If you are new to Self-Directed Retirement Accounts, we have a lot of FAQs and a terms glossary to make it more clear.
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Rocket Dollar Crowdfunding Campaign on Republic
For info on the ongoing Rocket Dollar crowdfunding campaign on our partner Republic.
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Support
If you currently have an account or are having trouble signing up, check out our articles on how to contact support for extra help.
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Investing and Alternative Asset Classes
Self-Directed Retirement accounts can invest in a whole variety of assets. Check out articles on real estate, startups, lending, and more.
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Self-Directed IRA (Traditional, Roth, or Beneficiary)
The Self-Directed IRA is one that almost all Americans can qualify for. You can open a Traditional or Roth IRA with checkbook control.
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Self-Directed Solo 401(k) (Traditional or Roth)
The Self-Directed Solo 401(k) is a very powerful retirement account but is only for those who are self-employed. Check if you qualify.
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Self-Directed SEP-IRA
The SEP-IRA is a product for those who are self-employed and can also be for business owners who have W-2 employees.
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Self-Directing Retirement Compliance and Self Care
Self-Directed Retirement accounts function similarly to IRAs you are used to but have some special rules to consider.
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Partnering with Rocket Dollar
Since Rocket Dollar does not offer investments on platform, we frequently partner with alternative investment platforms and deal syndicators.
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Fundraising with Rocket Dollar
Self-Directed Retirement accounts are a great way to supplement a current round of fundraising.
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Specific State Rules
Some states, such as California, have rules relating to IRA LLCs. We also cover some issues as if it's necessary to register your LLC in your state.
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Privacy, Security, Identity, and Fraud
Your privacy and security are important. You can read about how our development team sets up safeguards for our data.
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