Roth SEP IRA is now available. Get SEP IRA contribution limits with tax-free growth. Learn more

WealthRabbit Blog

Smarter ideas for your financial future.

Featured Articles

All Articles

WealthRabbit Guides

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

Q1 2026 was rough, but April erased most of the damage. Here's how the markets moved, and how every WealthRabbit portfolio held up against the S&P 500.

Jason Ackerman
Jason Ackerman
1 min
WealthRabbit Guides

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

WealthRabbit has partnered with Bitwise to bring crypto directly into your retirement account. Same platform, same contribution process, same tax advantages.

Jason Ackerman
Jason Ackerman
1 min
WealthRabbit Guides

One Click, Zero Hassle: WealthRabbit Now Integrates With QuickBooks and ADP

WealthRabbit now integrates with QuickBooks and ADP to make retirement planning faster, easier, and completely hands-off.

Jason Ackerman
Jason Ackerman
1 min
WealthRabbit Guides

Ditch the Spreadsheets: Gusto Payroll Now Syncs Seamlessly with WealthRabbit

Say goodbye to manual uploads and hello to automatic, accurate retirement contributions—powered by Gusto and WealthRabbit.

Jason Ackerman
Jason Ackerman
1 min
WealthRabbit Guides

Investing 101: How SIMPLE IRA Portfolios Work

In this blog, we’ll break down the basics of SIMPLE IRA portfolios, the types of investments they typically include, and how to choose the right portfolio for your financial goals.

Jason Ackerman
Jason Ackerman
1 min
WealthRabbit Guides

Why WealthRabbit Is a Champion for Small Businesses in the SIMPLE IRA Space

Let’s break down what sets WealthRabbit apart from other retirement provdiers—and why it might be the perfect fit for your business.

Jason Ackerman
Jason Ackerman
1 min
6 of 13 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