Pricing, Products, and Refund Policy
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
Can I roll over education savings from a Coverdell IRA or my 529 account into a Rocket Dollar account?
No. The 529 and Coverdell College Savings accounts are funds that are only for qualified education expenses.
A 529 is a tax-advantaged savings account. The dollars are intended for education expenses, and typically can't be rolled over to an IRA. Someone in your family can use the dollars for education expenses, such as you or your spouse taking a part-time night class, or you can use the funds for another child by changing the beneficiary.
Does the same apply to Coverdell IRAs? (aka education IRAs)
Yes, if the Coverdell IRA’s money is not used for education expenses, it must be distributed. Or, you can roll it over to a family member to use for qualified education expenses.