WealthRabbit Blog

Smarter ideas for your financial future.

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

SECURE 2.0Jan 19, 2026

How SECURE 2.0 Changes SIMPLE IRAs: Roth Contributions and What Employers Need to Know

Understanding how Roth contributions work, what remains unchanged, and what steps employers need to take is essential for effective plan administration in 2026 and beyond.

SECURE 2.0May 01, 2025

Student Loan Matching Under Secure 2.0: A Smarter Way to Support Your Team

Thanks to Section 110 of the SECURE 2.0 Act, employers now have a new way to help their employees: by matching student loan payments just like they would traditional retirement contributions.

SECURE 2.0Feb 25, 2025

How SECURE 2.0 Impacts SIMPLE IRAs in 2025 – And How WealthRabbit Can Help

Discover how SECURE 2.0 impacts contribution limits, employer requirements, and tax benefits—and see how WealthRabbit makes it easy for your business to take advantage of these updates.

Explore the WealthRabbit Blog

Discover insights, ideas, and practical guidance on retirement, investing, financial planning, and building a more confident financial future.

Who we serve

Business Owners

Accounting Professionals

Financial Advisors

Individuals

What we offer

SIMPLE IRA

SEP IRA

Roth SEP IRA

Traditional IRA

Roth IRA

Backdoor Roth IRA

Investment Portfolios

Core Portfolios

Crypto Portfolios

Industries

Nonprofit

State mandate

California

Colorado

Connecticut

Delaware

Illinois

Maryland

Maine

New Jersey

New York

Oregon

Rhode Island

Vermont

Virginia

State mandate

All states overview

Featured resources

Featured Video

Popular Webinar

Learning center

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

How SECURE 2.0 Changes SIMPLE IRAs: Roth Contributions and What Employers Need to Know

Student Loan Matching Under Secure 2.0: A Smarter Way to Support Your Team

How SECURE 2.0 Impacts SIMPLE IRAs in 2025 – And How WealthRabbit Can Help

Explore the WealthRabbit Blog

Get the WealthRabbit Blog in your inbox