Tax990 Has Partnered with 
The First Digital SIMPLE IRA Management Solution
Secure your employees' future by offering them a cost-effective, less administrative retirement plan.
Exclusive Benefits for Tax990 Customers
- Free 30-Minute Consultation
- Free Onboarding and Setup
- Dedicated Customer Support
- Free 3-Month Subscription
Meet WealthRabbit: The First Digital Platform to Set Up and Manage
SIMPLE IRA
Retirement planning doesn't have to be complicated. WealthRabbit streamlines the entire process, making SIMPLE IRA setup, management, and
compliance effortless.
No Paperwork
Set up your plan effortlessly and without delay with our fully digital platform.
Flexible Onboarding Options
Choose to self-onboard and set up your plan independently, or let our experts handle it for you.
Multiple Investment Options
WealthRabbit utilizes custom models built by one of the largest asset managers in the world.
Hassle-Free Rollover Options
Easily transfer existing retirement funds into WealthRabbit with seamless rollover options.
Automated Payroll Integrations
Simplify contributions by integrating directly with your payroll system.
Secure Portal for Your Employees
Give your employees access to monitor and manage their investments with ease.
Intuitive & User-Friendly Dashboard
Invite employees, manage contributions and handle everything from a single, easy-to-navigate platform.
Real-Time Insights
Access up-to-date reports and insights to make informed decisions quickly and confidently.
Exclusive Benefits for Tax990 Clients
Enjoy the following benefits when you sign up with WealthRabbit.
Free Onboarding and
Set Up
Free 30-Minute Consultation
Personalized Investment Insights
Dedicated Customer Support
Already offering SIMPLE IRA or other plans like 401(k) or SEP?
Seamlessly transfer your existing plan to WealthRabbit and benefit from a user-friendly platform designed to make retirement planning simple and stress-free!
Set Up Your Employees’ SIMPLE IRA Accounts in Minutes!
Create Account
Setting up your WealthRabbit account is easy and 100% online.
Invite Employees
Invite your employees to join the SIMPLE IRA plan.
Run Contributions
Start managing contributions with ease.
Ready to take the leap with WealthRabbit?
Get Started NowCombo Pricing for Form 8868
Smart Retirement Solutions to Help Your Business Thrive
