WealthRabbit Blog

Smarter ideas for your financial future.

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

Small Business RetirementDec 05, 2025

2026 IRA Contribution Limits: Your Complete Guide to Traditional, Roth, and SIMPLE IRAs

Whether you contribute to a Traditional IRA, Roth IRA, or SIMPLE IRA, understanding these changes is essential for optimizing your retirement strategy in the year ahead.

Small Business RetirementNov 10, 2025

Form 8881: How to claim up to $16,500 for starting a retirement plan

Learn how small businesses can claim up to $16,500 in tax credits with Form 8881 and simplify setup and tracking through WealthRabbit’s SIMPLE IRA.

Small Business RetirementSep 17, 2025

The retirement deadline is almost here — are you compliant?

The key deadline is October 1st for most 2025 retirement plans. If you haven’t set up a retirement plan for your small business yet, now is the time to act. That’s where WealthRabbit comes in.

Small Business RetirementJul 23, 2025

The One Big Beautiful Bill is Here, but Are You Ready for the Changes?

The One Big Beautiful Bill Act brings sweeping changes to taxes, retirement plans, and business reporting—here’s what CPAs, business owners, and individuals need to know.

Small Business RetirementJul 02, 2025

Unlock the Power of Time: Why Early Retirement Savings Matter

Learn why starting early is the key to long term retirement growth and how WealthRabbit helps you begin with ease.

Small Business RetirementJun 13, 2025

Beyond the Mission: How Nonprofits Can Power Up with Retirement Benefits

Explore top nonprofit retirement plans and see how WealthRabbit simplifies setup, payroll integration, and compliance—all in one platform.

6 of 12 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.

Who we serve

Business Owners

Accounting Professionals

Financial Advisors

Individuals

What we offer

SIMPLE IRA

SEP IRA

Roth SEP IRA

Traditional IRA

Roth IRA

Backdoor Roth IRA

Investment Portfolios

Core Portfolios

Crypto Portfolios

Industries

Nonprofit

State mandate

California

Colorado

Connecticut

Delaware

Illinois

Maryland

Maine

New Jersey

New York

Oregon

Rhode Island

Vermont

Virginia