FAQ Self-Directed Investing 101

General FAQ

• Questionnaire: Is my investment a prohibited transaction?
• Knowledge Base Video Tutorial
• Q4 2021 IRA, Infrastructure Bill Legislation, and McNulty IRS Ruling Update
• Do Rocket Dollar accounts have an account minimum?
• Glossary of Self-Directed and Checkbook Control Retirement Terms
• Do I have to be an accredited investor?

See all 7 articles

Opening a Rocket Dollar Account

• How do I open a Rocket Dollar account?
• How long does an account take to open?

Alternative Investments with Rocket Dollar Self-Directed Accounts

• How Can I Make Investments with my Direct Custody IRA?
• What are the alternative investment options I can access with a Rocket Dollar retirement account?

Rolling Over Retirement Accounts & Funds

• Can I transfer retirement dollars into my Rocket Dollar account?
• Can I roll over my old retirement accounts?

Checkbook Control

• What is checkbook control? How is it different from a Custodial IRA?

Tax Benefits

• Can a Self-Directed Solo 401(k) help me deduct my taxes? Show me the math on how I can save.
• Can I use a Rocket Dollar Account for college planning?