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
How do I fund or transfer my Solo 401(k)
You can transfer old traditional IRAs, and any old 401(k) money (traditional OR Roth). You cannot transfer Roth IRAs into a solo 401(k). Contributions must come from self-employment income in the business the plan was opened for.
How do I initiate a transfer or Rollover to fund my Solo 401(k)?
You will email our support team to get a transfer process started. Login to your dashboard to find our support email. You can include an attached statement of the account you wish to roll over, whether that is a Traditional IRA, or an old traditional or Roth 401(k).
Remember that you cannot transfer in a ROTH IRA
What about if I have an old Solo 401(k) I want to roll into Rocket Dollar?
Please inform support right after purchasing a solo 401(k) into Rocket Dollar. You can see your support options in your client dashboard after purchasing. There are some additional steps to take over a Solo 401(k) that is already operational.