Rocket Dollar Knowledge Base

    How do I fund my Rocket Dollar Self-Directed Solo 401(k) or Self-Directed IRA?

    You can request a rollover transfer from the Rocket Dollar customer dashboard for an IRA. The 401(k) transfer tool is coming soon. If you need an old statement, be sure to track it down and upload it.

    A Self-Directed solo 401(k) can be funded with new contributions or rollovers from other qualified plans.

    A Self-Directed IRA can be funded with new contributions, a transfer from another IRA, referred to as a trustee-to-trustee transfer, or a rollover from a qualified plan or another IRA.

    Rocket Dollar is not a financial or tax advisor. The knowledge base is educational but is not investment or tax advice. Please consult your own financial advisor, CPA, and IRS guidelines before making any investment or tax planning decisions.