Invest with Solid Oak via Rocket Dollar

For those that may be ready to complete their investment through a tax-advantaged Self-Directed Rocket Dollar IRA 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 on Solid Oak's site. 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 has created a patent-pending account transfer module, that allows customers to easily fund their Rocket Dollar account.

Once you are set with your Rocket Dollar account, you'll be able to provide the investor details through your Solid Oak profile.

Support:

Solid Oak: support@solidoakadvisory.com

Rocket Dollar: info@rocketdollar.com