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

SIMPLE IRAOct 05, 2026

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

SIMPLE IRAOct 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 IRASep 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.

SIMPLE IRAJun 18, 2026

Why SIMPLE IRA Make Sense for Your Small Business

For small businesses with 100 or fewer employees, a SIMPLE IRA can be one of the easiest ways to offer retirement savings benefits.

SIMPLE IRANov 18, 2025

Fixing incorrect contributions in SIMPLE IRA plans: A step-by-step guide

This guide explains how employers can identify and correct excess or insufficient contributions in SIMPLE IRA plans. It breaks down the correction steps in a simple, approachable way to help businesses stay compliant and avoid long-term issues.

SIMPLE IRASep 10, 2025

The SIMPLE IRA election window is here — Is your business prepared?

The SIMPLE IRA election window is closing soon. Keep your plan compliant and your team prepared—with WealthRabbit handling the details.

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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

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

Why SIMPLE IRA Make Sense for Your Small Business

Fixing incorrect contributions in SIMPLE IRA plans: A step-by-step guide

The SIMPLE IRA election window is here — Is your business prepared?

Explore the WealthRabbit Blog

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