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Showing posts with the label retirementsavingscontributioncredit

Maximize Your Retirement Savings with the "Saver's Credit" and Enjoy a Double Tax Benefit

The Retirement Savings Contributions Credit, or "Saver's Credit," can give and additional tax credit for low- to- moderate income taxpayers who save for retirement. The Credit can also give an immediate tax incentive for contributing to a Roth or other non-deductible account. This video describes the credit, who is eligible for the credit, and how the credit is calculated and reported on the tax return. 2022 UPDATE: AGI phaseout ranges for the Savers Credit: $41,000 - $68,000 (MFJ); $30,750 - $51,000 (HOH); $20,500 - $34,000 (S, MFS, QSS) ADDITIONAL INFORMATION AND RESOURCES: To learn more about 401(k) plans, click here: To learn more about the difference between traditional and Roth retirement accounts, click here: To learn more about IRA contributions, click here: IRS Form 8880: "Retirement Savings Contributions Credit": irs.gov: "Retirement Savings Contributions Credit (Saver's Credit)" (Covers additional details not g...