Tax Deductions and Credits For Retirement Savings

If you are a middle to low income earner, you can$25,875 annually, you will qualify at 20% of what you
earn tax credits for depositing money into an IRA orhave deposited. If you file as head of household and
401K plan. The Retirement Savings Contributionearn more than $25,875, but less than $39,750, your
Credit will give you a tax credit of up to 50% of thetax credit will be 10% of what you deposited.
money you deposit, depending on your income.There is a maximum credit of $1000, so if you were
If you are married and filing jointly with an incomeable to make a generous contribution to your
under $32,000 annually, you qualify at 50%of yourretirement account, you may not qualify for the full
annual investment. If you are married and filing jointlydeduction.
with annual income above $32,000, but belowContributing to a pre-tax retirement fund is a great
$34,500, you qualify at 20% of your deposits. If youway to save money on taxes now, whether you
are married and filing jointly with an income belowqualify for the Retirement Savings Contribution Credit
$53,000, but above $34,500, you qualify at 10% ofor not, because none of the money is taxable going
your investments.in.
If you are single and earn under $16,000 annually, youIt is recommended that you consider consulting with
qualify at 50% of your deposited amount. If you area tax professional and have them file your return.
single and earn less than $17,250 annually, but moreFiling an income tax return can ordinarily be a bit
than $16,000, you qualify at 20% of your investedconfusing, but due to all the tax restrictions and
dollars. If you are single and make more than $17,250qualifications associated with retirement savings, your
annually, but less than $26,500, you qualify for a 10%next filing could prove more difficult than it usually is
tax credit.if you have invested in retirement savings. Tax
If you are the head of household and earn less thanprofessionals are trained on all the changes to the
$24,000 annually, you qualify at 50% of yourcode and will know which ones will benefit you and
invested money. If you are head of household andexactly how you do or do not qualify to take
earn more than $24,000 each year, but less thanadvantage of them.