Rocket Dollar Knowledge Base

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Rocket Dollar Knowledge Base

Investing and Alternative Asset Classes

Investing and Alternative Asset Classes

Self-Directed Retirement accounts can invest in a whole variety of assets. Check out articles on real estate, startups, lending, and more.

Investing FAQs

Can I manage investments in multiple-asset classes with a Self-Directed IRA or Self-Directed Solo 401(k)?

When do I trigger Unrelated Business Income Tax (UBIT) and what do I do about it?

What is Unrelated Debt Financed Income (UDFI) and how does it it relate to my SDIRA or Self-Directed Solo 401(k)?

Stocks and Bonds

Can I open a brokerage account and manage my publicly traded securities alongside my alternative investments?

Crowdfunding

I already hit my limit set by the SEC for crowdfunding. Can I contribute more through a retirement account?

Startups

Can I use my Rocket Dollar Self-Directed IRA or Self-Directed Solo 401(k) to fund a private business or startup?

What are the different ways I can invest in a startup with a Rocket Dollar retirement account?

Real Estate

What makes the Self-Directed Solo 401(k) so powerful for real-estate?

How do I structure and use my Self-Directed IRA to buy and manage real estate?

Can I take out a loan to help purchase real estate inside of my Rocket Dollar Self-Directed IRA or Self-Directed Solo 401(k)?

What are the self-directed real estate investment rules and prohibited transactions?

Is performing repairs on rental or investment property owned by my Self-Directed Solo 401(k) trust or Self-Directed IRA LLC prohibited?

Can I use my Self-Directed IRA or Solo 401(k) funds to purchase a second real estate investment or my own vacation home?

If my Self-Directed IRA or Self-Directed Solo 401(k) real estate investment does not have enough cash to cover unexpected expenses, what should I do?

If my Rocket Dollar Self-Directed IRA account has insufficient funds to invest in real estate, can I partner my retirement account with my personal funds to make up the difference?

Can I give myself commissions, compensation, or discount the price in the sale of a real estate property in my Rocket Dollar Self-Directed IRA?

Can I list my Self-Directed IRA real estate property for rent on the MLS? (multiple listing service)

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Digital Assets and Cryptocurrency

How do I sign up for a cryptocurrency exchange like Gemini or Coinbase once my Rocket Dollar account is created?

How do I use my Rocket Dollar Self-Directed IRA to invest in bitcoin and other cryptocurrencies?

What should I know about cryptocurrency storage in an IRA and possible prohibited transactions?

Loans, Debt, and Promissory Notes

What is a promissory note? What should I keep in mind when exploring a loan note or "hard money" lending?

Precious Metals

Do I need a Rocket Dollar Gold account to invest in precious metals?

What are the precious metals that I can buy with my Rocket Dollar Self-Directed IRA or Self-Directed Solo 401(k)?

Can I store the precious metals or coins owned by my Self-Directed 401(k) or Self-Directed IRA in a safe in my home or business?

International Investments

Can I invest in managed and alternative international investments?

Other Alternative Investments

What are the IRS rules regarding owning livestock, cattle, or racehorses in my Self-Directed IRA account?

Why can't I directly invest in an ATM driven business or a physical ATM with my Rocket Dollar account?

Why can't I invest in cannabis investments with my Rocket Dollar account?