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Pricing, Products, and Refund Policy
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CARES Act and Coronavirus Stimulus Retirement Changes
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FAQs and the Benefits of Self-Directing Retirement Accounts
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Rocket Dollar Crowdfunding Campaign on Republic
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Support
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Investing and Alternative Asset Classes
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Self-Directed IRA (Traditional, Roth, or Beneficiary)
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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
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Self-Directed SEP-IRA
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Self-Directing Retirement Compliance and Self Care
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Partnering with Rocket Dollar
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Fundraising with Rocket Dollar
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Specific State Rules
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Privacy, Security, Identity, and Fraud
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Investor Relations
What are the different ways I can invest in a startup with a Rocket Dollar retirement account?
There are multiple ways to participate in the equity or debt side of a startup in an SDIRA with checkbook control, such as a venture fund, SPV, or crowdfunding site, and more...
Your Self-Directed IRA LLC or Solo 401(k) could...
- become a limited partner in a venture capital or private equity fund that invests in startups or private companies
- become a member or acquire membership units of a special purpose vehicle (SPV), SPVs are usually structured as LLCs, to invest directly in a startup or private company
- invest in a startup or private company directly by writing a check or wiring funds to the startup’s bank account after signing deal documents. Startup financing often takes the form of a Simple Agreement for Future Equity (SAFE), a convertible note, or preferred stock.
- invest in a startup through a crowdfunding site, such as Republic.co
How does the IRA/LLC structure work?
Want to read more?
- Use your retirement dollars to become an angel investor
- Interested in crowdfunding? Meet KingsCrowd
- How to invest in startups like a venture capitalist (webinar)