---- tags | Saver's Match 1) * https://crsreports.congress.gov/product/pdf/IF/IF11159 - The Retirement Savings Contribution Credit and the Saver’s Match * comprehensive; high information density with good amount of details, examples Notes * SECURE 2.0 created a federal Saver’s Match to replace the Saver’s Credit in 2027 2) * Notes from https://finance.yahoo.com/news/federal-government-match-retirement-plan-110000901.html?guccounter=1 ^ filing status ^ threshold 1 ^ threshold 2 ^ | Single filers | \$20,500 | \$35,500 | | Joint filers | \$41,000 | \$71,000 | | Head of household | \$30,750 | \$53,250 | * if income < threshold1: eligible = True max_match = 1000 elif income < threshold2: eligible = True phase_out = True else: eligible = False ---- * https://en.wikipedia.org/wiki/Capital_gains_tax_in_the_United_States - Capital gains tax in the United States ----