WealthRabbit Blog

Smarter ideas for your financial future.

Featured Articles

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.

Rollover & Transfer

Aug 26, 2026

IRA Withdrawal Rules: Traditional, Roth, SEP, and SIMPLE IRA Penalties Explained

Every IRA type withdraws differently, and getting the timing wrong can cost you a 10%, or even 25%, penalty. Here's how each one actually works.

SEP IRA

Aug 12, 2026

Roth SEP IRA: A New Way to Plan Your SEP Contributions

SECURE 2.0 now lets SEP IRA participants choose Roth tax treatment, same contribution limits, just a different time to pay tax.

All Articles

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.

Rollover & TransferSep 25, 2026

You Rolled Over Your 401(k). Here's How to Report It So the IRS Doesn't Send You a Letter About It

You rolled your 401(k) into a SIMPLE IRA and did everything right. Here's which lines to use on Form 1040 so the IRS doesn't send a letter asking why you didn't report it.

Rollover & TransferSep 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.

Rollover & TransferAug 26, 2026

IRA Withdrawal Rules: Traditional, Roth, SEP, and SIMPLE IRA Penalties Explained

Every IRA type withdraws differently, and getting the timing wrong can cost you a 10%, or even 25%, penalty. Here's how each one actually works.

SEP IRAAug 12, 2026

Roth SEP IRA: A New Way to Plan Your SEP Contributions

SECURE 2.0 now lets SEP IRA participants choose Roth tax treatment, same contribution limits, just a different time to pay tax.

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Smarter ideas for your financial future.

Featured Articles

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

IRA Withdrawal Rules: Traditional, Roth, SEP, and SIMPLE IRA Penalties Explained

Roth SEP IRA: A New Way to Plan Your SEP Contributions

All Articles

The Small Business Owner's Guide to the SIMPLE IRA

Why a 401(k) Is Overkill for Most Small Businesses

You Rolled Over Your 401(k). Here's How to Report It So the IRS Doesn't Send You a Letter About It

How the 60-Day Rollover Works When You Move a 401(k) Into a SIMPLE IRA

IRA Withdrawal Rules: Traditional, Roth, SEP, and SIMPLE IRA Penalties Explained

Roth SEP IRA: A New Way to Plan Your SEP Contributions

Explore the WealthRabbit Blog

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