Who is a disqualified person to my Rocket Dollar Self-Directed IRA?

A disqualified person cannot interact with your Self-Directed IRA for purposes of the prohibited transaction rule.

A disqualified person cannot interact with your Self-Directed IRA, or be closely associated with an investment. Below is a list of disqualified people.

You and your immediate family (spouse, parents, and children... but NOT siblings)
Spouses of your lineal ascendants and descendants
A fiduciary like your financial advisor
The IRA’s beneficiary.
If you or your immediate family own or control 50% or more of a company, that company is disqualified from the use of IRA investments.
Any entity where the IRA owner is an officer, director, or 10%+ partner or shareholder is a prohibited transaction because the IRA owner is a disqualified person to the IRA. For more information, click here.