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Help your clients take advantage of the Saver’s Credit
Clients below the following income levels can receive a direct tax credit for contributing to a Roth or Traditional IRA (which is better than a deduction to adjusted gross income).
For 2025, to qualify for a credit your adjusted gross income has to be below (the limits have gone up for 2026, which you can see in the video):
-$39,500 per year if you’re filing taxes as an individual
-$79,000 if you’re married and filing jointly
-$59,250 if you’re filing as the head of household
Your clients have until April 15th to contribute to their 2025 IRA and receive the tax credit.
Reach out to me directly if you’d like to know how you can use the Crecer Connect platform to help your clients create their retirement account.
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