Skip to main content
Test

Test Tax Calculator

Lorem ipsum dolor sit amet consectetur, adipisicing elit. Doloribus molestias, eveniet inventore fugit dolorem tempore. Laboriosam architecto dolores sit distinctio saepe eaque, neque qui doloremque, assumenda nulla tenetur voluptatibus facilis.

alt
test

Secure Act 2.0 Tax Credit Calculator.

Test 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.alc

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.

Do you currently have a 401(k) plan?

How many employees (including owners) were paid more than $5k in W-2 wages last year??

How many of those 10 employees will earn more than $100k this year??

How many of those 10 employees are classified as owners (as defined by the IRS)??

Who will pay the monthly employee fees??

Which plan type?

OPTIONAL
Is a financial advisor receiving a flat fee as part of this plan?

Insights for the future you’re building.

Vestwell (vest-wel) v. ❶ to equip individuals or institutions with the tools, confidence, and access they need to save meaningfully and move toward financial well-being. ❷ modernize outdated systems of saving with intuitive technology and inclusive infrastructure.

For the future.

All testimonials and similar statements are made voluntarily and without any cash or non-cash compensation paid by Vestwell in exchange for the testimonial.

Vestwell.com is owned and operated by Vestwell Holdings Inc. and its subsidiaries. (“Vestwell”). Located in New York, NY. Investment-related content is provided for general information purposes by Vestwell Advisors. LLC, an SEC-Registered Investment Adviser, and is not intended to be construed as investment advice. Investments involve risk and are not guaranteed.

Vestwell and our logo are registered trademarks of Vestwell Holdings Inc. All investments have risk. None of the content provided on our app, website, or the output of any tools we provide should be interpreted or relied upon as investment advice or a recommendation or endorsement of any investment or strategy. Investors should carefully review the materials and disclosures provided to them and engage their own qualified financial professional before making any investment decisions.

Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.

Google Play is a trademark of Google LLC.