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.

1. Transfer in an existing IRA that you may have with another provider

2. Roll over a 401(k) from a previous employer

3. 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