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A straightforward way to add retirement planning to your workflow
As a TaxBandits user, you can now extend your all-in-one experience by setting up SIMPLE, SEP, Traditional, or Roth IRAs through WealthRabbit—a guided platform that makes retirement planning simple and secure.
Why retirement plans matter?
Retirement plans are becoming a core expectation for today’s workforce. Several states already require employers to offer a plan or participate in a state program, and more states are moving in that direction.
If you’re looking for a manageable way to meet these expectations, IRA-based plans provide a more straightforward path than traditional 401(k) or 403(b) options. With WealthRabbit, you can set up SIMPLE, SEP, Traditional, or Roth IRAs through a fully digital process that reduces administrative burden and eliminates
paper-driven steps.
Choose the retirement plan that's right for you
Whether you're planning for your business, clients, or yourself, we’ve got you covered!
Already have a retirement plan? Roll it over with ease
Keep everything in one place-simple, seamless, and built for your future.
Designed to Make Retirement Planning Easier and Smarter
Retirement planning doesn't have to be complicated. WealthRabbit streamlines the entire process, making IRA setup, management, and compliance effortless.
Fully digital setup
All paperwork is completed online—clients can e-sign documents and onboard in minutes. No printing or mailing required.
Seamless payroll integration
WealthRabbit seamlessly connects with your payroll system to ensure accurate and timely contributions for every employee.
Personalized investment portfolio
During onboarding, employees take a risk assessment quiz to build a personalized investment portfolio based on their retirement goals.
Intuitive & User-Friendly Dashboard
Invite employees, manage and run contributions, and do everything in one place!
Employee & employer portals
Access and manage contributions, investments, and account activity anytime from any device.
Team management
Streamline how your team works. Invite staff, set permissions, and manage retirement plans collaboratively with secure, role-based access.
Exclusive Benefits for TaxBandits Clients
Enjoy the following benefits when you sign up with wealthRabbit.
Free 3 Month Subscription
Unlock all premium features for your first three months at no cost.
Free 30-Minute Consultation
Receive expert guidance in a complimentary session designed to help you choose the right IRA for your goals.
Personalized Investment Insights
Access tailored insights that align your retirement strategy with your unique financial needs and objectives.
Dedicated Customer Support
Count on responsive, knowledgeable support ready to assist you at every step of your retirement journey.
Set up your retirement plan in no time with WealthRabbit
Open Your IRA in Minutes
Start with a fully digital, streamlined process that gets your IRA up and running quickly.
Complete Your Account Setup
Provide the required details through a guided, secure workflow designed for accuracy and ease of use.
Manage and Contribute Effortlessly
Access your IRA dashboard to track, manage, and make contributions—all from one convenient place.
Customer Review
Trusted Choice for Modern Retirement Planning
R
Rachel Sutherland Communications
If you’re not financially literate, the space can seem intimidating. WealthRabbit made it accessible.
D
Dawson Jones
I definitely recommend WealthRabbit to CPAs and financial advisors because it puts full control right at your fingertips.
Trusted and loved by users like you.
4.9 rating of 52,784 reviews
R
Rachel Sutherland Communications
If you’re not financially literate, the space can seem intimidating. WealthRabbit made it accessible.
D
Dawson Jones
I definitely recommend WealthRabbit to CPAs and financial advisors because it puts full control right at your fingertips.
Helpful Resources
What is a SIMPLE IRA?
Get a clear understanding of SIMPLE IRAs and their requirements.
SIMPLE IRA Contribution Limits
Learn more about the SIMPLE IRA contributions for 2026.
SIMPLE IRA vs 401(k)
Know the major difference between the Simple IRA vs 401k plan.
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