Pricing, Products, and Refund Policy
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
How is my Self-Directed Solo 401(k) plan and retirement trust I transact out of be titled?
At Rocket Dollar, your Solo 401(k) plan titling depends on if your business is an LLC/Corporation with a name or it is a sole-proprietorship
How does this titling work?
First, we have you complete solo 401(k) plan documents. We then establish a retirement trust, which houses all of your plan assets through self custody and then trust bank accounts to hold your pre-tax and post-tax cash deposits.
When completing and investment, or naming your plan, using the naming convention below unless you requested a different plan name with our support team.
The plan will be named as "[YOUR NAME] 401k PSP".
For example, John Smith who owns a sole-proprietorship will start a Solo 401k at Rocket Dollar titled "John Smith 401k PSP".
For LLC and Corporations
The plan will be named as "[BUSINESS NAME] 401k PSP".
For example, John Smith who owns a business called Texas Oil Consultants will start a Solo 401k at Rocket Dollar titled "Texas Oil Consultants 401k PSP".