- Rocket Dollar Knowledge Base
- Self-Directing Retirement Compliance and Self Care
- Prohibited Transactions and Disqualified Persons
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
The people I trust to transact with or manage my investment are disqualified/prohibited persons. Who can I trust to help me?
There are plenty of people you might not immediately think of who you are allowed to transact with or manage an investment in your Self-Directed IRA or Self-Directed Solo 401(k).
- Non-family members and trusted friends
- Aunts, uncles, nieces, nephews, and cousins
- Brothers and sisters
- Companies you or your family have less than 50% ownership
- A property manager, restaurant manager, farmhand, handyman, or specialist who focuses on fixing day-to-day issues in your investment's area.
Who can I transact with?