Benefits & Pricing

FAQs

• What is an in-kind transfer?

  An in-kind transfer is when instead of liquidating your assets to a specified amount of cash, you keep the investment in your IRA and transfer it “in-kind” to another retirement account IRA or 401(k). When the transfer is finished, your Rocket Dollar IRA will own the asset instead of your old IRA, and you will retain all the tax benefits on your investment.

• What is Rocket Dollar's Refund Policy?

  At Rocket Dollar, we are committed to providing our customers with a great experience.

  If for any reason you are not completely satisfied with your experience, you may request a refund by sending an email to Rocket Dollar Support (log into your dashboard to contact support) within 30 days of payment. Rocket Dollar will refund 100% of the account setup fee within 30 days.

• What types of retirement accounts can I open with Rocket Dollar?

  We offer Self-Directed IRA and Self-Directed Solo 401(k) accounts, depending on the needs of each of our customers. All of our accounts are Self-Directed with checkbook control over your investments. A customer can select a Core or Gold Subscription.

• What are the bank fees?

  To fully achieve checkbook control, Rocket Dollar will open a bank account at our partner bank: Solera National Bank. Here is a list of common fees you could encounter while using our partner bank:

  Domestic outgoing wire transfer	$25 (Gold includes 4 free wires per year)
  International outgoing wire fee	$50
  ACH fees	FREE up to $100,000
  RD Custom Checkbook*	$20 (automatically included with Gold Accounts; not included with Core)
  RD Debit Card	$10 (automatically included with Gold Accounts; not included with Core)

  *This is a physical checkbook, not checkbook control which is already included in Core and Gold accounts.