- Rocket Dollar Knowledge Base
- Self-Directing Retirement Compliance and Self Care
- Prohibited Transactions and Disqualified Persons
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
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 or do business within 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 your family is the majority owner
- Leaders of companies your Self-Directed account is the majority owner