diary:2024-03:2024-03-06 []

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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 <WRAP group><WRAP column>
^ 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 |
</WRAP></WRAP>
  * <WRAP group><WRAP column><code>
if income < threshold1:
  eligible = True
  max_match = 1000
elif income < threshold2:
  eligible = True
  phase_out = True
else:
  eligible = False
</code></WRAP></WRAP>

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  * https://en.wikipedia.org/wiki/Capital_gains_tax_in_the_United_States - Capital gains tax in the United States

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