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
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)