WealthRabbit Blog

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

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

Caleb Flachman / May 11, 2026
Read more Read More
Missed the IRA Deadline? Here's How to Get Ahead for Next Year

Missed the IRA Deadline? Here's How to Get Ahead for Next Year

Caleb Flachman / April 16, 2026
Read more Read More
The Backdoor Roth IRA: The Ultimate Guide for High Earners Who Exceed Roth Income Limits

The Backdoor Roth IRA: The Ultimate Guide for High Earners Who Exceed Roth Income Limits

Caleb Flachman / March 2, 2026
Read more Read More
Adding Crypto to Your Retirement Account Just Got a Lot Less Complicated

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

Caleb Flachman / February 13, 2026
Read more Read More
  • Read More
  • 1
  • 2
  • ...
  • 15
  • 16
  • Read More
WealthRabbit logo
Join The Warren — Monthly Insights

Smart retirement strategies, market trends, tax law updates, portfolio performance, and product news curated for your retirement success.

Products
  • Features
  • Investment portfolios
  • Product tour
  • Mobile app
Knowledge center
  • Resources
  • Blog
  • Help center
Company
  • About us
  • Contact us
Download on the App Store
Get it on Google Play
Listen on Apple Podcasts
Listen on Spotify

By accessing and using the WealthRabbit website, you agree to comply with our Terms and Conditions.

WealthRabbit provides SIMPLE IRA solutions, and while we strive to offer accurate and timely information, we do not guarantee the accuracy, completeness, or usefulness of any content. You must use the platform responsibly and ensure that you comply with all applicable laws and regulations. In addition, you are responsible for maintaining the confidentiality of your account information and all activities under your account. Please note that WealthRabbit reserves the right to modify, suspend, or terminate access to any part of our website or services at any time without notice.

At WealthRabbit, we are committed to protecting your privacy. We collect personal information such as your name, email address, and financial details only when necessary to provide our services. This information is used solely for account management, customer support, and to enhance our services.

We do not sell, trade, or otherwise transfer your personal information to outside parties, except as required by law or to trusted partners who assist us in operating our website, provided they agree to keep this information confidential. For more detailed information, please refer to our complete Privacy Policy.

WealthRabbit uses cookies to enhance your user experience, analyze site traffic, and personalize content. By using our site, you consent to the use of cookies in accordance with our Cookie Policy. You may choose to disable cookies through your browser settings, but this may affect the functionality of the website.

Investment Brokerage & Custody Services: Brokerage services for clients of WealthRabbit are provided in partnership with Apex Clearing Corporation, an SEC-registered broker-dealer and member of FINRA/SIPC.

For additional information about investment professionals, please visit BrokerCheck at www.brokercheck.com.

Regulatory Disclosures — Form CRS & Form ADV

WealthRabbit has filed a Form CRS (Client Relationship Summary) with the SEC, describing our advisory services, fees, conflicts of interest, and your rights as a client, available upon request at no charge. Our Form ADV Part 1 provides information about our business practices, ownership, and any disciplinary history through the SEC's IAPD database at adviserinfo.sec.gov; our Form ADV Part 2A (Firm Brochure) and Part 2B (Brochure Supplement) detail our investment strategies, fees, risks, and the backgrounds of key advisory personnel, all available for download below or by contacting us at [email protected].

Disclaimers

WealthRabbit does not provide tax, legal, or investment advice. The content on this website, our articles, and client support materials are for informational purposes only and should not be considered professional advice. We recommend consulting with a qualified professional before making any decisions regarding your retirement plan or investments.

Any graphs or charts depicted are illustrative, for educational purposes only, and not intended to be investment advice.

Investing carries inherent risks, and there is a possibility of losing money when investing in securities and digital assets. Past performance is not indicative of future results, and projected investment outcomes are purely hypothetical.

Investments in securities and digital assets: Not FDIC Insured • Not Bank Guaranteed • May Lose Value.

Contact Information

For any questions or concerns about our policies, please contact us at [email protected]. We are committed to resolving any issues promptly and professionally.


© 2026 WealthRabbit is proudly owned and managed by Prajana Ventures, 2685 Celanese Road, Suite 100, Rock Hill, SC 29732.

Terms and conditions

Privacy Policy

Security

CCPA Privacy Policy

Cookies Policy