The Rocket Dollar Guide to Roth Retirement Accounts

Step 1

Get set up in minutes.

Sign up online in under 10 minutes. Once you’re enrolled, our team immediately begins the process of establishing your Self-Directed IRA or Solo 401(k) plan. You’ll gain access to your secure client dashboard to start the funding process.

Not sure which account type is right for you? Learn More

Rocket Dollar does not provide tax, legal, or investment advice. We recommend consulting your legal, tax, or financial advisor before establishing a self-directed retirement account.

Step 2

Fund your account.

Easily transfer or roll over funds from another custodian. We’ll guide you through the process and help coordinate paperwork to minimize delays. Depending on your current custodian, transfers may take several business days to a few weeks. We are available to assist you from day one.

Step 3

Put your money to work.

Start investing as soon as your account is funded. With a Self-Directed IRA, you can invest in a variety of alternative assets including real estate, private equity, startups, cryptocurrency, precious metals, and more—subject to IRS guidelines.

The IRS limits certain investments and transactions in self-directed accounts. It’s up to you to follow the rules, but we’ve got resources to help. Check out our Prohibited Transactions FAQ and talk to your tax or legal advisor to stay on track.