Rocket Dollar Knowledge Base
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Self-Directing Retirement Compliance and Self Care
Pricing, Products, and Refund Policy
Pricing and Refund Policy
Rocket Dollar Core and Rocket Dollar Gold
Products and Account Types
In-Kind Transfers
CARES Act and Coronavirus Stimulus Retirement Changes
FAQs and the Benefits of Self-Directing Retirement Accounts
General FAQs
Opening a Rocket Dollar Account
Alternative Investments with Self-Directed Rocket Dollar Accounts
Rolling Over Retirement Accounts/Funds
Checkbook Control
Tax Benefits
Rocket Dollar Crowdfunding Campaign on Republic
Support
Support FAQs
Contacting the Support Team
Transfers
Troubleshooting
Complaint Handling Policy
Investing and Alternative Asset Classes
Investing FAQs
Stocks and Bonds
Crowdfunding
Startups
Real Estate
Digital Assets and Cryptocurrency
Loans, Debt, and Promissory Notes
Precious Metals
International Investments
Other Alternative Investments
Self-Directed IRA (Traditional, Roth, or Beneficiary)
Self-Directed IRA FAQs
Taxes
Contributions, Limits, and Distributions
Opening a Self-Directed IRA Account
Funding my IRA
Eligibility
Traditional (Pre-Tax)
Roth (post-tax)
IRA LLCs
Self-Directed Inherited/Beneficiary IRA
Uncommon Questions
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
Eligibility
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-Directed SEP-IRA
SEP IRA FAQs
Self-Directing Retirement Compliance and Self Care
Fair Market Value (FMV)
Bank Accounts
Prohibited Transactions and Disqualified Persons
Self-Dealing
Tax Reporting
Partnering with Rocket Dollar
Fundraising with Rocket Dollar
Fundraising
Fundraising Compliance
Specific State Rules
Outside the United States
US Territories
Colorado and LLCs
California Residents
Texas Residents
Privacy, Security, Identity, and Fraud
Privacy
Security
Identity
Phishing and Fraud
Investor Relations
Republic Investors
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Rocket Dollar Knowledge Base
Self-Directing Retirement Compliance and Self Care
Pricing, Products, and Refund Policy
Pricing and Refund Policy
Rocket Dollar Core and Rocket Dollar Gold
Products and Account Types
In-Kind Transfers
CARES Act and Coronavirus Stimulus Retirement Changes
FAQs and the Benefits of Self-Directing Retirement Accounts
General FAQs
Opening a Rocket Dollar Account
Alternative Investments with Self-Directed Rocket Dollar Accounts
Rolling Over Retirement Accounts/Funds
Checkbook Control
Tax Benefits
Rocket Dollar Crowdfunding Campaign on Republic
Support
Support FAQs
Contacting the Support Team
Transfers
Troubleshooting
Complaint Handling Policy
Investing and Alternative Asset Classes
Investing FAQs
Stocks and Bonds
Crowdfunding
Startups
Real Estate
Digital Assets and Cryptocurrency
Loans, Debt, and Promissory Notes
Precious Metals
International Investments
Other Alternative Investments
Self-Directed IRA (Traditional, Roth, or Beneficiary)
Self-Directed IRA FAQs
Taxes
Contributions, Limits, and Distributions
Opening a Self-Directed IRA Account
Funding my IRA
Eligibility
Traditional (Pre-Tax)
Roth (post-tax)
IRA LLCs
Self-Directed Inherited/Beneficiary IRA
Uncommon Questions
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
Eligibility
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-Directed SEP-IRA
SEP IRA FAQs
Self-Directing Retirement Compliance and Self Care
Fair Market Value (FMV)
Bank Accounts
Prohibited Transactions and Disqualified Persons
Self-Dealing
Tax Reporting
Partnering with Rocket Dollar
Fundraising with Rocket Dollar
Fundraising
Fundraising Compliance
Specific State Rules
Outside the United States
US Territories
Colorado and LLCs
California Residents
Texas Residents
Privacy, Security, Identity, and Fraud
Privacy
Security
Identity
Phishing and Fraud
Investor Relations
Republic Investors
Self-Directing Retirement Compliance and Self Care
Self-Directed Retirement accounts function similarly to IRAs you are used to but have some special rules to consider.
Fair Market Value (FMV)
How do I report the Fair Market Value (FMV) of my investment?
What is Fair Market Value (FMV), and why is it important for my Rocket Dollar account?
I have a solo 401(k), do I still have to report FMV?
Bank Accounts
Who is the custodian?
Why do I need a bank account with my Rocket Dollar Self-Directed account?
Is Rocket Dollar FDIC insured?
What do I need to know when I open my bank accounts?
Prohibited Transactions and Disqualified Persons
What are the penalties or fines for a prohibited transaction in my Self-Directed IRA or Self-Directed Solo 401(k)
Who is a disqualified person according to the IRS? How do I avoid prohibited transactions with them?
What are the common prohibited transactions I should be aware of?
What are some examples of prohibited transactions?
The people I trust to transact with or manage my investment are disqualified/prohibited persons. Who can I trust to help me?
What is the difference between a restricted investment and a prohibited transaction?
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Self-Dealing
Can I invest or loan money to the company I currently work or control?
What is "self-dealing"?
Tax Reporting
If my investment issuer requests a W-9, how do I fill out my W-9 properly for my IRA LLC?
How do I fill out the IRS W-9 form with my Solo 401(k) information?
Can I create a Solo 401(k) account without an EIN number or with my SSN?