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43
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9
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Ryan Sweeney
  • Investor
  • Austin, TX
9
Votes |
43
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Rocket Dollar feedback for SD IRAs and solo 401ks

Ryan Sweeney
  • Investor
  • Austin, TX
Posted

Does anyone have experience (pros and cons) with Rocket Dollar?

I have already established a SD IRA with a custodian.

I am looking at establishing a SD solo 401k with checkbook control with a provider at lower costs.

I also am looking for advice if it is smart to leave my SD IRA with a custodian and pay the higher fees or if I should roll it over to a provider to minimize cost and gain checkbook control.

Thank you.

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5
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Replied

@Ryan Sweeney I am also considering Rocket Dollar right now, but for SDIRA, not solo 401(k). I am wondering if you ended up going ahead with them and how the experience has been. 

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