- Rocket Dollar Knowledge Base
- Self-Directed IRA (Traditional, Roth, or Beneficiary)
- Self-Directed IRA FAQs
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Pricing, Products, and Refund Policy
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CARES Act and Coronavirus Stimulus Retirement Changes
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FAQs and the Benefits of Self-Directing Retirement Accounts
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Rocket Dollar Crowdfunding Campaign on Republic
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Support
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Investing and Alternative Asset Classes
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Self-Directed IRA (Traditional, Roth, or Beneficiary)
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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
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Self-Directed SEP-IRA
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Self-Directing Retirement Compliance and Self Care
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Partnering with Rocket Dollar
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Fundraising with Rocket Dollar
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Specific State Rules
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Privacy, Security, Identity, and Fraud
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Investor Relations
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.
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You and your immediate family (spouse, parents, and children... but NOT siblings)
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Spouses of your lineal ascendants and descendants
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A fiduciary like your financial advisor
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The IRA’s beneficiary.
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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.