Rocket Dollar Knowledge Base
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Pricing and Refund Policy
What are the fees and pricing for Rocket Dollar SDIRA and Self-Directed Solo 401(k) Accounts?
What is Rocket Dollar's Refund Policy?
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FAQs and the Benefits of Self-Directing Retirement Accounts
Why haven't I heard of self-directed retirement vehicles like Rocket Dollar and their ability to invest in alternatives assets?
What are the alternative investment options I can access with a Rocket Dollar retirement account?
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Support
How do I ask for support at Rocket Dollar?
What are Rocket Dollar's Support Hours?
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Investing
Can I manage investments in multiple-asset classes with a Self-Directed IRA or Self-Directed Solo 401(k)?
When do I trigger Unrelated Business Income Tax (UBIT) and what do I do about it?
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Self-Directed IRA (Traditional, Roth, or Beneficiary)
How do I open a Self-Directed IRA account? What is the step-by-step process?
What are the respective maximum contributions for Self-Directed Traditional IRA and Self-Directed Roth IRA for 2019?
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Self-Directed Solo 401(k) (Traditional or Roth)
What is a Self-Directed Solo 401(k)?
What is the step-by-step process of starting my Self-Directed Solo 401(k) account?
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Self-Directed SEP-IRA
What is a Self-Directed SEP-IRA?
What other accounts can I self-direct?
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Self-Directing Retirement Compliance and Self Care
What is Fair Market Value (FMV), and why is it important for my Rocket Dollar account?
Who is the custodian?
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Partnering with Rocket Dollar
Who works well with Rocket Dollar...and how do I get on the Partners page?
I run a marketplace for alternative investments, real estate, or crowdfunding. How can I work with Rocket Dollar?
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Fundraising with Rocket Dollar
How can Rocket Dollar help me raise funds during my fundraising rounds? Can I invest issue notes from my Self-Directed Retirement Account?
How is the plan asset rule triggered? And how does the 25% rule relate to ERISA bonds and laws?
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Specific State Rules
I received a strange letter in the mail about hanging up a Labor Law Compliance notice sign for my Colorado LLC... What do I do about it?
What state does my Rocket Dollar LLC default to?
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Privacy, Security, and Fraud
What does Rocket Dollar do with my personal information?
Does Rocket Dollar have direct access to the funds in my account?
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