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

WealthRabbit GuidesMay 11, 2026

Market Recap : How WealthRabbit Portfolios Performed Through Q1 and Into April 2026

Q1 2026 was rough, but April erased most of the damage. Here's how the markets moved, and how every WealthRabbit portfolio held up against the S&P 500.

WealthRabbit GuidesFeb 13, 2026

Adding Crypto to Your Retirement Account Just Got a Lot Less Complicated

WealthRabbit has partnered with Bitwise to bring crypto directly into your retirement account. Same platform, same contribution process, same tax advantages.

WealthRabbit GuidesAug 06, 2025

One Click, Zero Hassle: WealthRabbit Now Integrates With QuickBooks and ADP

WealthRabbit now integrates with QuickBooks and ADP to make retirement planning faster, easier, and completely hands-off.

WealthRabbit GuidesJun 25, 2025

Ditch the Spreadsheets: Gusto Payroll Now Syncs Seamlessly with WealthRabbit

Say goodbye to manual uploads and hello to automatic, accurate retirement contributions—powered by Gusto and WealthRabbit.

WealthRabbit GuidesApr 22, 2025

Investing 101: How SIMPLE IRA Portfolios Work

In this blog, we’ll break down the basics of SIMPLE IRA portfolios, the types of investments they typically include, and how to choose the right portfolio for your financial goals.

WealthRabbit GuidesApr 03, 2025

Why WealthRabbit Is a Champion for Small Businesses in the SIMPLE IRA Space

Let’s break down what sets WealthRabbit apart from other retirement provdiers—and why it might be the perfect fit for your business.

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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

Market Recap : How WealthRabbit Portfolios Performed Through Q1 and Into April 2026

Adding Crypto to Your Retirement Account Just Got a Lot Less Complicated

One Click, Zero Hassle: WealthRabbit Now Integrates With QuickBooks and ADP

Ditch the Spreadsheets: Gusto Payroll Now Syncs Seamlessly with WealthRabbit

Investing 101: How SIMPLE IRA Portfolios Work

Why WealthRabbit Is a Champion for Small Businesses in the SIMPLE IRA Space

Explore the WealthRabbit Blog

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