WealthRabbit: Retirement Plans

Retirement Made Simple!

Free · Designed for iPad

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 support@wealthrabbit.com.

  • 5.0
    out of 5
    1 Ratings

We’ve made some key updates to enhance your experience: * Improved UI We’ve fine-tuned the app with UI optimizations to make navigation faster and more intuitive than ever. * Employer Functionality Employers can now add and invite employees to their SIMPLE IRA plans directly from the app. * Bug Fixes We've squashed some bugs to improve overall app performance and stability.

The developer, Prajana Ventures LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

  • Seller
    • Prajana Ventures LLC
  • Size
    • 52.2 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 16.0 or later.
    • iPhone
      Requires iOS 16.0 or later.
    • iPad
      Requires iPadOS 16.0 or later.
    • Mac
      Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © 2025 Prajana Ventures LLC