WealthRabbit now integrates with Paycor and Auris payroll. Link your account to automate every contribution. Learn more

WealthRabbit Blog

Smarter ideas for your financial future.

Featured Articles

All Articles

SIMPLE IRA

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.

Jason Ackerman
Jason Ackerman
1 min
SIMPLE IRA

Fixing incorrect contributions in SIMPLE IRA plans: A step-by-step guide

This guide explains how employers can identify and correct excess or insufficient contributions in SIMPLE IRA plans. It breaks down the correction steps in a simple, approachable way to help businesses stay compliant and avoid long-term issues.

Jason Ackerman
Jason Ackerman
1 min
SIMPLE IRA

The SIMPLE IRA election window is here — Is your business prepared?

The SIMPLE IRA election window is closing soon. Keep your plan compliant and your team prepared—with WealthRabbit handling the details.

Jason Ackerman
Jason Ackerman
1 min
SIMPLE IRA

The compliant path to retirement: Why SIMPLE IRAs are the smarter choice for CRBs

WealthRabbit makes it easy for cannabis businesses to offer compliant, reliable retirement benefits with SIMPLE IRAs—helping you attract talent, stay compliant, and support your team’s future.

Jason Ackerman
Jason Ackerman
1 min
SIMPLE IRA

5 Simple Rules to Keep Your SIMPLE IRA Growing

Here are five easy rules to help you maximize your retirement savings—no financial degree required.

Jason Ackerman
Jason Ackerman
1 min
SIMPLE IRA

Understanding SIMPLE IRA Contribution Limits and Matching Rules: A Comprehensive Guide

In this guide, we’ll break down SIMPLE IRA contribution limits for 2025, matching rules, and how WealthRabbit simplifies the process.

Jason Ackerman
Jason Ackerman
1 min
6 of 11 articles · keep scrolling

Explore the WealthRabbit Blog

Discover insights, ideas, and practical guidance on retirement, investing, financial planning, and building a more confident financial future.

Get the WealthRabbit Blog in your inbox

Monthly retirement strategy notes, tax-law updates, and portfolio performance — no fluff, unsubscribe anytime.

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.

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 ADV

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