WealthRabbit Support

How do I set up a SIMPLE IRA with WealthRabbit?

You can set up your SIMPLE IRA with WealthRabbit anytime, and the process only takes a few steps.

If you already have a SIMPLE IRA elsewhere, you can use our rollover feature to transfer it easily. Be sure to terminate your existing plan before the new year so your new WealthRabbit plan is active and compliant. Click here to learn how to set up a SIMPLE IRA with WealthRabbit.