WealthRabbit Blog

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Featured Articles

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.

SIMPLE IRA

Jun 18, 2026

Why SIMPLE IRA Make Sense for Your Small Business

For small businesses with 100 or fewer employees, a SIMPLE IRA can be one of the easiest ways to offer retirement savings benefits.

Backdoor Roth

Mar 02, 2026

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

A Backdoor Roth IRA lets high earners who exceed Roth income limits contribute anyway. Here's how the conversion process actually works, step by step.

All Articles

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.

Rollover & TransferJun 10, 2026

Why More Americans Are Rolling Over Old 401(k)s Into IRAs in 2026

More Americans are consolidating old 401(k)s into IRAs in 2026, with 61% of Traditional IRA-owning households now holding rollover assets, according to ICI research.

Rollover & TransferApr 29, 2025

Maximizing Your Retirement: Managing Multiple IRA Accounts the Smart Way

A simple breakdown of how multiple IRAs work, what the 2025 contribution limits are, and how to manage everything wisely.

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Smarter ideas for your financial future.

Featured Articles

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

Why SIMPLE IRA Make Sense for Your Small Business

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

All Articles

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

Why More Americans Are Rolling Over Old 401(k)s Into IRAs in 2026

Maximizing Your Retirement: Managing Multiple IRA Accounts the Smart Way

Explore the WealthRabbit Blog

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