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Get answers to all your questions about the application process and SIMPLE IRA here

Can I change my contribution type within my SIMPLE IRA?

Yes, you can change the contribution type in your account. You can also customize your contribution based on your preferences. To change your contribution, follow these simple steps:

Step 1: Log in to your WealthRabbit account.

Step 2: In the Dashboard, click the "Contributions".


Step 3: Click the "Edit" option here to change your contribution.


Step 4: Click the "Change Contribution" button, enter your contribution in percentage or dollars, and click the "Confirm Change" button.


Review your salary reduction agreement about your contribution, provide your e-sign, and click the "Save" option.


Step 5: Here, you can view your new contribution percentage.

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