- Rocket Dollar Knowledge Base
- Self-Directing Retirement Compliance and Self Care
- Prohibited Transactions and Disqualified Persons
Pricing, Products, and Refund Policy
FAQs and the Benefits of Self-Directing Retirement Accounts
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 of a Rocket Dollar Solo 401(k) Account
- 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
What is the difference between a restricted investment and a prohibited transaction?
Restricted investments constitute what you cannot invest in with a Rocket Dollar account. Prohibited transactions relate to entities in which you cannot invest with or do business with in your retirement account.
IRS law restricts you from investing in or with...
- Life insurance
- S-Corp stock (the IRS needs to get their taxes!)
A prohibited person could include...
- Yourself, aka self-dealing. You can't double dip benefit from the investment, only your IRA can!
- Spouse’s children
- Parents and grandparents
- Companies where you family is the majority owner
- Leaders of companies your Self-Directed account is the majority owner