Rocket Dollar Knowledge Base

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 roll over 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 roll over 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.

 

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