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Saver's Match Estimator

The Saver's Match Estimator is designed to give an individual retirement savers an approximation of the size of a federal matching contribution they could receive under the new Saver's Match program, set to go live in 2027. Eligible savers can qualify for a federal matching contribution based on their Adjusted Gross Income (AGI), tax filing status and tax year contributions to a retirement savings account.

Your AGI is located on line 11 of your Form 1040 tax return. If you don’t know your AGI, you can approximate it by subtracting your standard deduction from your ordinary income.
For example:

  • If filing Single, subtract $13,850
  • If filing as Head of Household, subtract $20,800
  • If filing as Joint, subtract $27,700
 

$0.00

DISCLAIMER: The Saver's Match Estimator is an educational tool, designed to give a qualified retirement plan participant a general idea about the potential size of a federal matching contribution they could receive under the Saver's Match program, set to go live in 2027. The tool will not produce a definitive calculation and, as such, does not constitute legal and/or tax advice. Individuals should consult their tax advisers or legal counsel for advice and information concerning their particular situation. Retirement Clearinghouse does not give legal, investment, or tax advice.

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