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.
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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Total tax credits up to
› Start-up credit ?
› Auto-enrollment credit ?
› Matching contributions* ?
Please note: this calculator is for illustration purposes only. It should not be construed as tax advice. Please consult a tax professional regarding specific tax needs. For further information please visit the IRS website. The tax credits available to your company may change based up on the number of HCEs. Also, the definition of HCE may change based on IRS rules.