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
How can I fund and transfer assets into my Rocket Dollar Self-Directed IRA account?
Your Rocket Dollar Self-Directed IRA account can be funded via current taxable income and rollover from old IRA plans or retirement accounts.
Funding your Self-Directed IRA account can be accomplished in 3 different ways: Contribute to the Self-Directed IRA from your current taxable income, rollover your old employer 401(k) plan, or transfer an old IRA.
How do I initiate a transfer into my Rocket Dollar IRA?
In order to initiate an IRA transfer, you can use the IRA Transfer tool on the left side of your dashboard. You can upload your statement and select where the IRA is going. Make sure it is a current statement, and download one from the last month or quarter-end.
If possible, our dashboard will automatically prepare transfer documents for you to sign right then and there. We will then send those documents off for a transfer.
Some older providers could require "wet" or even medallion signatures
If you have any issue executing your transfer, please email firstname.lastname@example.org along with the most recent statement of your account you wish to transfer.
How does this work in a Traditional IRA?
How does this work in a Roth IRA?