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Oakwood Summit
Oakwood Summit provides significant tax reduction & retirement savings, specializing in tailored defined benefit & hybrid plans. We offer personalized solutions by prioritizing client satisfaction, including plan design, implementation & management. Oakwood Summit is dedicated to helping you reduce taxes and achieve financial security.
Get 6-figure tax savings and 7-figure retirement saving by utilizing Oakwood Summit’s exclusive tax-reduction / retirements savings plan, now available to Rocket Dollar Customers. See if you qualify today!
Instructions:
For those who may be ready to complete their investment through a tax-advantaged Self-Directed Rocket Dollar IRA account or Solo 401(k), follow the instructions below.
Creating Your Account:
If you already have a Rocket Dollar account, you can use your IRA or Solo 401(k) account to start investing. If not, establishing a new Rocket Dollar retirement account is easy. Simply sign up online in under 10 minutes, and we'll get your account set up.
Funding Instructions:
There are three ways to fund your Rocket Dollar account.
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Transfer in an existing IRA that you may have with another provider
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Roll over a 401(k) from a previous employer
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Make an Income Contribution to your account
Funding a Rocket Dollar account is simple, as our team provides specific instructions and assists with the funding process to make it as simple as possible.
Support Info:
Oakwood Summit: rmyer@oakwoodsummit.com
Rocket Dollar: info@rocketdollar.com
Oakwood Summit FAQs
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Do I need to be an accredited investor?
No, Oakwood Summit is available for both accredited and non-accredited investors.
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What is the minimum investment?
To participate, the minimum amount to get started is $100,000.
Benefits & Pricing
Transparent pricing on a subscription basis.
Silver
The essentials you need to start investing
$360 one-time setup fee
- Benefits
- No minimum opening deposit
- BYOD (Bring Your Own Deal)
- Online document storage
- Investment tracker dashboard
- Email support
- No-cost cash transfers from current custodian
- Fair Market Value reporting on Form 5498
- Available Accounts
- Direct Custody IRA
Gold
All the essentials plus premium service
$600 one-time setup fee
- Benefits
- All Silver features
- Priority support
- Expedited service and transfers
- Four free wire transfers per year
- Roth IRA conversion assistance
- Tax filing for Solo 401(k) Form 5500
- Available Accounts
- Direct Custody IRA
- Checkbook IRA
- Solo 401(k)
Ready to take control of your retirement?
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