WealthRabbit Blog

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Featured Articles

Oct 09, 2026

ACATS Transfer vs. Rollover: How to Move an Old IRA Without a Check or a Clock

Moving an old IRA doesn’t have to mean a check, a withholding surprise, or a 60-day deadline. Here’s how an ACATS transfer works and when to use it.

SIMPLE IRA

Oct 05, 2026

For Accountants, Recommending a SIMPLE IRA Helps Your Clients and Your Firm

A SIMPLE IRA gives your small business clients a real retirement plan, and gives your firm a simple way to add recurring revenue. Here is how to recommend it, help clients claim the tax credits, and stay in your lane.

SIMPLE IRA

Oct 01, 2026

The Small Business Owner's Guide to the SIMPLE IRA

A SIMPLE IRA gives small businesses with 100 or fewer employees a real retirement plan, without the cost and paperwork of a 401(k). Here is how it works.

SIMPLE IRA

Sep 29, 2026

Why a 401(k) Is Overkill for Most Small Businesses

This guide is for small business owners with fewer than 100 employees who have been told they "need a 401(k)" and want to know if that is true.

Rollover & Transfer

Sep 04, 2026

How the 60-Day Rollover Works When You Move a 401(k) Into a SIMPLE IRA

A 401(k) to SIMPLE IRA rollover looks simple until the 20% withholding and 60-day deadline show up. Here's what actually happens, step by step.

All Articles

Rollover & TransferOct 09, 2026

ACATS Transfer vs. Rollover: How to Move an Old IRA Without a Check or a Clock

Moving an old IRA doesn’t have to mean a check, a withholding surprise, or a 60-day deadline. Here’s how an ACATS transfer works and when to use it.

Rollover & TransferSep 25, 2026

You Rolled Over Your 401(k). Here's How to Report It So the IRS Doesn't Send You a Letter About It

You rolled your 401(k) into a SIMPLE IRA and did everything right. Here's which lines to use on Form 1040 so the IRS doesn't send a letter asking why you didn't report it.

Rollover & TransferSep 04, 2026

How the 60-Day Rollover Works When You Move a 401(k) Into a SIMPLE IRA

A 401(k) to SIMPLE IRA rollover looks simple until the 20% withholding and 60-day deadline show up. Here's what actually happens, step by step.

Rollover & TransferAug 26, 2026

IRA Withdrawal Rules: Traditional, Roth, SEP, and SIMPLE IRA Penalties Explained

Every IRA type withdraws differently, and getting the timing wrong can cost you a 10%, or even 25%, penalty. Here's how each one actually works.

Rollover & TransferJun 10, 2026

Why More Americans Are Rolling Over Old 401(k)s Into IRAs in 2026

More Americans are consolidating old 401(k)s into IRAs in 2026, with 61% of Traditional IRA-owning households now holding rollover assets, according to ICI research.

Rollover & TransferApr 29, 2025

Maximizing Your Retirement: Managing Multiple IRA Accounts the Smart Way

A simple breakdown of how multiple IRAs work, what the 2025 contribution limits are, and how to manage everything wisely.

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Smarter ideas for your financial future.

Featured Articles

ACATS Transfer vs. Rollover: How to Move an Old IRA Without a Check or a Clock

For Accountants, Recommending a SIMPLE IRA Helps Your Clients and Your Firm

The Small Business Owner's Guide to the SIMPLE IRA

Why a 401(k) Is Overkill for Most Small Businesses

How the 60-Day Rollover Works When You Move a 401(k) Into a SIMPLE IRA

All Articles

ACATS Transfer vs. Rollover: How to Move an Old IRA Without a Check or a Clock

You Rolled Over Your 401(k). Here's How to Report It So the IRS Doesn't Send You a Letter About It

How the 60-Day Rollover Works When You Move a 401(k) Into a SIMPLE IRA

IRA Withdrawal Rules: Traditional, Roth, SEP, and SIMPLE IRA Penalties Explained

Why More Americans Are Rolling Over Old 401(k)s Into IRAs in 2026

Maximizing Your Retirement: Managing Multiple IRA Accounts the Smart Way

Explore the WealthRabbit Blog

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