Tax Credit Calculator
By offering a qualified retirement plan with auto-enrollment, your clients may be eligible to earn $16,500 or more in tax credits over a three-year period.¹
Secure Act 2.0 Tax Credit Calculator.
With the recent passing of Secure Act 2.0, new tax credits may be available to you, making a 401(k) plan with Vestwell even more affordable.
Lets see your potential savings!
If you start a qualified retirement plan with auto-enrollment, you may qualify to earn more than $150,000 in tax credits over a three-year period.
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The tax credit calculator is meant to be an estimate and it is provided for informational purposes only. It is based on credits that may be available to your business based on the current version of the Internal Revenue Code in effect and does not take into account potential changes to the tax credits that may be available to you that are currently under consideration. This calculator also does not take into account any other aspect of your business that may entitle your business to greater or fewer tax credits from starting or offering a new or existing retirement plan nor does it reflect any other fees or expenses associated with your plan. The tax credits that the Internal Revenue Service determines are available to your business could be materially different from the output of the tax credit calculator.