WealthRabbit: Retirement Plans

Managing your retirement plan has never been easier. WealthRabbit is your go-to app for setting up and managing SIMPLE, SEP, Roth, and Traditional IRAs. Whether you're an employee, business owner, or employer, WealthRabbit helps you stay in control of your retirement planning—anytime, anywhere. No paperwork, no administrative burden, and no confusion—just modern retirement tools that simplify your journey toward financial security.

We’ve got something for everyone!

Be it employer, employee or individual WealthRabbit's user-friendly mobile app empowers you to manage your IRA accounts, monitor contributions, and watch your investments grow—all without complex spreadsheets or financial jargon. Enjoy secure, real-time updates that keep you informed and in control wherever you go.

WealthRabbit puts everything that you need together right in the palm of your hand.

Key Features:
Personalized Dashboard
* Enjoy a user-friendly dashboard that highlights your IRA plan summary, contributions, and projected retirement growth.

Real-Time Contribution Management
* View up-to-date information on your plan contributions and progress. Easily modify, pause, or resume contributions at any time, all within the app.

Investment Insights & Management
* Access real-time investment data and performance insights, and adjust your portfolio to better align with your retirement goals.

Beneficiary Management
* Add or update beneficiaries directly in the app to ensure your account reflects your current wishes.

Advanced Security
* Your data security is our top priority. WealthRabbit uses the latest encryption and security protocols to protect your information and stay compliant with industry standards.

Push Notifications (New!)
* Get instant alerts about contributions, investments, and account activity—so you never miss an update.

Have any questions, comments, or concerns? Contact our team via phone (704) 912-5450 or email at [email protected].