- Rocket Dollar Knowledge Base
- Self-Directed IRA (Traditional, Roth, or Beneficiary)
- Self-Directed IRA FAQs
Pricing, Products, and Refund Policy
CARES Act and Coronavirus Stimulus Retirement Changes
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
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 rollover 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 rollover 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.
If you still work at your current employer, you could be barred from rolling your 401(k) over unless your plan specifically allows for it. You can check here for more information.
You can review the IRS Rollover Chart here to see what accounts can be rolled over into other accounts.
You can also review our other article, how to fund your