Skip to content

Sign In

Self-Directed Solo 401(k)

Rolling Over and Transferring Old Accounts

Can I roll over old employer 401(k) plans and other individual retirement accounts into a Rocket Dollar Solo 401(k)
How do I fund or transfer retirement dollars to my Solo 401(k)?

Opening a Rocket Dollar Self-Directed Solo 401(k) Account

Structure & Titling

How to title your Self-Directed Solo 401(k) Plan and Retirement Trust Investments

Self-Directed Solo 401(k) FAQs

What is a successor trustee? How about a Solo 401(k) beneficiary? How do I name one to my Solo 401(k)?
What are the reporting requirements for a Self-Directed Solo 401(k)?
If I'm late to open a Solo 401(k), how can I use a temporary SEP-IRA to still defer the most money from taxes?

Solo 401(k) Roth Contributions

What is the “Mega Backdoor Roth” strategy and can I execute it with Rocket Dollar?

Uncommon Questions

Is the Rocket Dollar Self-Directed Solo 401(k) plan a Qualified Retirement Plan (QRP)?

Contributions & Contribution Limits

Solo 401(k) Loans

Can I take out a loan from my Self-Directed 401(k) or Self-Directed IRA with Rocket Dollar?

Eligibility