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

Small Business RetirementDec 05, 2025

2026 IRA Contribution Limits: Your Complete Guide to Traditional, Roth, and SIMPLE IRAs

Whether you contribute to a Traditional IRA, Roth IRA, or SIMPLE IRA, understanding these changes is essential for optimizing your retirement strategy in the year ahead.

Small Business RetirementNov 10, 2025

Form 8881: How to claim up to $16,500 for starting a retirement plan

Learn how small businesses can claim up to $16,500 in tax credits with Form 8881 and simplify setup and tracking through WealthRabbit’s SIMPLE IRA.

Small Business RetirementSep 17, 2025

The retirement deadline is almost here — are you compliant?

The key deadline is October 1st for most 2025 retirement plans. If you haven’t set up a retirement plan for your small business yet, now is the time to act. That’s where WealthRabbit comes in.

Small Business RetirementJul 23, 2025

The One Big Beautiful Bill is Here, but Are You Ready for the Changes?

The One Big Beautiful Bill Act brings sweeping changes to taxes, retirement plans, and business reporting—here’s what CPAs, business owners, and individuals need to know.

Small Business RetirementJul 02, 2025

Unlock the Power of Time: Why Early Retirement Savings Matter

Learn why starting early is the key to long term retirement growth and how WealthRabbit helps you begin with ease.

Small Business RetirementJun 13, 2025

Beyond the Mission: How Nonprofits Can Power Up with Retirement Benefits

Explore top nonprofit retirement plans and see how WealthRabbit simplifies setup, payroll integration, and compliance—all in one platform.

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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

2026 IRA Contribution Limits: Your Complete Guide to Traditional, Roth, and SIMPLE IRAs

Form 8881: How to claim up to $16,500 for starting a retirement plan

The retirement deadline is almost here — are you compliant?

The One Big Beautiful Bill is Here, but Are You Ready for the Changes?

Unlock the Power of Time: Why Early Retirement Savings Matter

Beyond the Mission: How Nonprofits Can Power Up with Retirement Benefits

Explore the WealthRabbit Blog

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