- You can use any Rocket Dollar Self-Directed IRA LLC or a Self-Directed Solo 401(K) to invest with these alternative asset issuers and sponsors.
- For a Self-Directed IRA LLC, you need to open an account with the partner in the name of the LLC. Refer to the LLC Articles of Incorporation located in your Documents section of the Rocket Dollar Dashboard. Most issuers and sponsors will require you to fill out forms for an “entity” during onboarding. Do not sign up with your personal name unless the investment provider provides documentation to add your IRA LLC titling to your online account.
- For a Self-Directed Solo 401(k), you need to open an account with the partner in the name of the Solo 401(k) Plan. Refer to the Solo 401(k) Plan Adoption Agreement located in your Documents section of the Rocket Dollar Dashboard for your plan name. Most issuers and sponsors will require you to fill out forms for a “trust” during onboarding. Do not sign up with your personal name unless the investment provider provides documentation to add your Solo 401(k) trust titling to your online account.
- Rocket Dollar does not provide support for your account with an investment partner. Contact the partner directly if you have any questions about their application or onboarding process. You can invest with any alternative asset issuer or sponsor offering any investment allowable in an IRA. Always ensure you’re opening an account or transacting in the name of the IRA LLC or the Solo 401(k) Plan, respectively.
- If you must as a question to Rocket Dollar, contact firstname.lastname@example.org. Our support team is busy with account fulfillment, our sales and partnerships team can discuss our partners with you.
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