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
I already have a Solo 401(k) plan already... can I transfer or convert that to a Self-Directed Solo 401(k) at Rocket Dollar?
Yes! Rocket Dollar will become your Solo 401(k) account provider.
How does transferring a solo 401(k) plan document work?
A Solo 401(k) plan document the legal framework that sets up a Solo 401(k) plan, retirement trust, and lets you open vehicles to invest through your plan.
Rocket Dollar will issue new plan documents that a pre-approved by the IRS. These will replace your old documents, and Rocket Dollar will take over as your new provider.
What about transferring a Solo 401(k) away from Rocket Dollar if I'm not satisfied?
If you were no longer satisfied with Rocket Dollar, you would be able to do the same process with another Solo 401(k) provider. If you had self-directed assets held in the plan that you do not want to sell into cash, you might have to make sure you found a Self-Directed Solo 401(k) provider so you can continue to hold those assets with proper compliance.