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