Rocket Dollar Knowledge Base

Can I roll over my old IRA or other retirement accounts into my new Rocket Dollar Self-Directed IRA account?

You can roll over multiple plans (e.g. Roth IRA, Rollover IRA, SEP-IRA, SIMPLE IRA, Traditional IRA, etc.) into your Rocket Dollar Self-Directed IRA. Traditional and Roth dollars must remain separate.

‍You bet. You can roll over multiple old and “orphan” retirement plans (e.g. Roth IRA, Rollover IRA, SEP-IRA, SIMPLE IRA, Traditional IRA, etc.) into your Self-Directed IRA. You also have the option to roll over funds in part or full in your old accounts into your Self-Directed IRA. And, yes, you maintain the same tax-deferred status within the Self-Directed IRA.

See the full IRS Rollover Chart here.

 

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