- Rocket Dollar Knowledge Base
- Self-Directing Retirement Compliance and Self Care
- Fair Market Value (FMV)
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
I have a solo 401(k), do I still have to report FMV?
Our Solo 401(k) customers should still report their investment value in the Rocket Dollar Dashboard.
Rocket Dollar requires all customers to update their customer dashboard.
In order to make sure you are under or over $250,000 in assets, please update your investment tracker in your Rocket Dollar dashboard.
What about Core Customers?
Core Customers who bought a solo 401(k) will have to file their own form 5500.
What about Gold Customers?
Rocket Dollar will file the form 5500 for all of our Gold customers
What if I bought an account before Core and Gold?
What if I have multiple solo 401(k)s?
If you have multiple solo 401(k)s, like a plan at Rocket DOllar it's still a requirement to file a form 5500 for ALL YOUR SOLO 401K PLANS once you get over a cumulative $250,000 in assets. If you are below $250,000 in assets in your current solo 401(k) plan at Rocket Dollar, but have outside plans that would add up to over $250,000 in assets, please let Rocket Dollar know.