Rolling Over/Transferring Old Accounts

Can I roll over my old employer 401(k) plan and other individual retirement accounts into the Self-Directed Solo 401(k) with Rocket Dollar?

Rocket Dollar allows you to roll over previous employer 401(k) and individual retirement plans into your Solo-Directed 401(k). (e.g. Rollover IRA, SEP-IRA, SIMPLE IRA, Traditional IRA, etc.)

You can rollover multiple old and “orphan” retirement plans (e.g. Rollover IRA, SEP-IRA, SIMPLE IRA, Traditional IRA, etc.) into your Solo 401(k). You also have the option to rollover funds in part or full in your old accounts into your Solo 401(k). And, yes, you maintain the same tax-deferred status within the Solo 401(k). The only account type that may not be rolled over into a Solo 401(k) is a Roth IRA.

Find the IRS Rollover Chart here.

 

Solo 401(k) Funding-3

 

Read more about our Self-Directed Solo 401(k)