Pricing, Products, and Refund Policy
CARES Act and Coronavirus Stimulus Retirement Changes
FAQs and the Benefits of Self-Directing Retirement Accounts
Rocket Dollar Crowdfunding Campaign on Republic
Investing and Alternative Asset Classes
Self-Directed IRA (Traditional, Roth, or Beneficiary)
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
- 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-Directing Retirement Compliance and Self Care
Partnering with Rocket Dollar
Fundraising with Rocket Dollar
Specific State Rules
Privacy, Security, Identity, and Fraud
How do I pay my $15 monthly compliance fee? Am I allowed to pay my compliance fee with my account balance?
Normally we charge your credit or debit card at Rocket Dollar to not affect your retirement account balance. You can set up your debit card or your retirement account to pay the balance if you wish.
Once your LLC/trust bank account is ready, you can change the billing info to a debit card provided by our partner bank.
To pay with your account balance, you can obtain a debit card for your trust account or LLC and change that to the card on file. Then that debit card will take from your retirement balance. This process is usually easiest with our preferred banking partner. You can inquire about our preferred banking partner by contacting Support through your dashboard.
Please make sure you retain enough funds within your IRA or LLC to maintain your investments and deal with capital calls, maintenance, etc.
Can I pay my fees for my IRA? isn't that a prohibited transaction?
IRA fees have long been payable by the person, or the retirement account balance itself. You can only pay for fees advice to help run the IRA though, not the investments themselves.
Can I pay for my $360 or $600 with my account balance?
No, sorry, not at this time. We are looking for an easier way to pay like this, but at this time the money you roll over ends up at our partner bank. There are also upfront costs we have to take care of when creating an account.