WealthRabbit

08/31/2026

To the accountants and advisors: recommending a SIMPLE IRA to a client shouldn't create more work for you.

Our CEO Jason explains how WealthRabbit handles the year-end tax credit paperwork, so your only job is to have the conversation.

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08/26/2026

Every accountant knows this one. You put a SEP IRA contribution on a client's return for the deduction, then find out a year later they never actually made it.

Our CEO Jason, a CPA himself, on how WealthRabbit lets you set up and track client retirement plans without becoming their investment advisor.

08/21/2026

SECURE 2.0 quietly made the SIMPLE IRA look a lot more like a 401(k), minus the compliance headache.

Our CEO Jason breaks down how the two actually compare for a small business: the limits, the match, and the paperwork you don't have to deal with.

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08/19/2026

Ever changed your 401(k) contribution and found out months later it never actually went through?

That happens more than you'd think. Our co-founder Adam Ackerman explains how WealthRabbit's two-way payroll connection fixes the broken loop between your record and your paycheck.

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08/12/2026

We didn't build WealthRabbit in Silicon Valley or a hedge fund. Our CEO Jason and co-founder Adam built it as small business owners, for small business owners.

Here's Jason on the compliance piece most SIMPLE IRA providers leave you to figure out yourself.

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08/10/2026

Big news for the self-employed.

For years, high earners have been locked out of the Roth. Once your income crosses the limit, a direct Roth IRA contribution is off the table.

That changes today. We just launched the first fully digital Roth SEP IRA.

A SEP IRA already lets self-employed people save far more than a regular IRA, up to $72,000 in 2026. Until now, all of that was pre-tax. The SECURE 2.0 Act opened the door to Roth treatment on SEP contributions in 2023, but no platform actually built it end to end.

Now you can put up to $72,000 into a Roth SEP IRA, pay the tax this year, and let every dollar grow and come out completely tax-free in retirement. No income limits on eligibility. Go full Roth, stay traditional, split between the two, and change that election whenever you want.

Setup takes about ten minutes. No paperwork, no phone calls, and for sole proprietors, no payroll integration required. Same $6 a month flat pricing as our traditional SEP IRA.

If you're a freelancer or business owner who assumed Roth-style tax treatment wasn't available to you at this contribution level, it is now.

Investing involves risk, including possible loss of principal. WealthRabbit does not provide tax advice. Consult a qualified tax professional before making a decision.

https://bit.ly/3U5kxrB

New offering lets sole proprietors and small business owners elect Roth tax treatment on SEP IRA contributions, a provision made possible by the SECURE 2.0 Act ...

08/05/2026

401(k) or SIMPLE IRA? Our CEO breaks down the real difference in under 30 seconds.

07/30/2026

We're headed to New Orleans!

WealthRabbit will be at AICTP 2026, the Annual Tax Planning Summit & Reunion, on July 30 and 31. If you're a certified tax planner attending this year, we'd love to connect while we're all in the same place.

The advisors at AICTP are exactly the people we built our partner program for. You're already the person your small business clients trust with their tax planning, and retirement is the conversation that keeps coming up and keeps getting pushed to next year. We built a way to close that gap without adding admin to your plate or pulling you into investment advisory work.

If you're attending and you've got clients who should have a SIMPLE IRA, a SEP, or a Backdoor Roth and just never got around to it, find us between sessions. We'll walk you through how the partner program actually works.

Looking forward to two days of good conversations with the people doing this work every day. See you in New Orleans.

07/28/2026

When we asked small business owners what worries them most about their finances, the top answers weren't abstract. They were inflation and customer spending.

That's the daily reality. You're watching costs climb while wondering whether customers will keep spending. In that environment, retirement saving feels like a luxury you'll get to once things settle.

But things rarely settle down. There's always a quarter that's tight, a cost that spiked, a client who paused. If retirement saving only happens in the calm stretches, it mostly doesn't happen, because the calm stretches are rarer than anyone expects.

The owners who build retirement security aren't the ones who waited for a perfect year. They set up a small automatic contribution and let it run through the messy years. A modest amount, contributed consistently, compounds into something real over a decade.

This is why automation matters more for business owners than almost anyone. When your attention is pulled to this month's problems, the only plan that survives is the one that doesn't need your attention to keep working.

07/24/2026

We're at the midpoint of 2026. Half the year behind you, half ahead. Good moment for a retirement check-in.

The 2026 IRA limit is $7,500 under 50, $8,600 if you're 50 or older. If you've contributed steadily since January, you're roughly halfway and on track. Keep the recurring contribution running and you'll finish maxed without thinking about it.

If you haven't started, here's the honest math. To max out July through December, you'd need about $1,250 a month under 50, or $1,433 if you're 50 or older. Heavier than starting in January, but far from impossible with six months left.

And if that feels like a stretch, contribute what you can and set a recurring amount you can sustain. A partial year beats another year of zero, and automating now means next January you start already on track.

The highest-leverage move today is setting up a recurring contribution, whatever the amount. The people who hit their number every year are the ones who automated it and stopped relying on remembering.