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

State Retirement MandatesNov 13, 2025

Rhode Island’s retirement mandate: What small businesses need to know about compliance and deadlines

WealthRabbit’s SIMPLE IRA offers a more flexible, tax-advantaged, and employer-friendly alternative — designed specifically to help small businesses offer meaningful retirement benefits with less hassle.

State Retirement MandatesNov 12, 2025

New York's retirement mandate: What employers need to know about the 2026 deadlines

This blog highlights the New York State Secure Choice Savings Program and shows how WealthRabbit helps New York employers stay compliant while offering a smarter, more flexible retirement solution their teams will appreciate.

State Retirement MandatesOct 29, 2025

Vermont’s state retirement mandate: Avoid penalties with a SIMPLE IRA alternative

Stay compliant and save smart. Learn how Vermont businesses can meet the state’s retirement mandate and avoid penalties with a WealthRabbit SIMPLE IRA.

State Retirement MandatesOct 14, 2025

RetirePath Virginia vs WealthRabbit SIMPLE IRA: What small businesses need to know

Learn what Virginia’s state-mandated retirement program, RetirePath Virginia, means for small businesses.

State Retirement MandatesOct 14, 2025

The Maine MERIT Program vs. WealthRabbit SIMPLE IRA: What Maine Employers Should Know

WealthRabbit’s SIMPLE IRA provides a smarter alternative with tax benefits, flexible investments, and automated setup. Stay compliant while giving your employees a stronger retirement benefit.

State Retirement MandatesOct 10, 2025

RetireReady NJ vs. WealthRabbit SIMPLE IRA: what New Jersey employers should know

This blog explains how New Jersey’s RetireReady NJ program works, outlines employer requirements and deadlines, and compares it to the more flexible, tax-advantaged WealthRabbit SIMPLE IRA.

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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

Rhode Island’s retirement mandate: What small businesses need to know about compliance and deadlines

New York's retirement mandate: What employers need to know about the 2026 deadlines

Vermont’s state retirement mandate: Avoid penalties with a SIMPLE IRA alternative

RetirePath Virginia vs WealthRabbit SIMPLE IRA: What small businesses need to know

The Maine MERIT Program vs. WealthRabbit SIMPLE IRA: What Maine Employers Should Know

RetireReady NJ vs. WealthRabbit SIMPLE IRA: what New Jersey employers should know

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