The Saver’s Credit Explained
Description
In the immortal words of Benjamin Franklin, “In this world, nothing is certain except death and taxes.” And it’s hard to believe that dreaded time of year – tax season – is upon us once again. On this episode ofClearPath – Your Roadmap to Health & WealthSM,we’ll be discussing what could be a bright spot for many this tax season – a little-known IRS tax credit for retirement savers known as the Saver’s Credit. I’m your host, Al Waller and joining me today is Catherine Collinson, CEO and president of nonprofit Transamerica Institute®and its Transamerica Center for Retirement Studies® to explain the Saver’s Credit, who can benefit from it, and how to claim it. See omnystudio.com/listener for privacy information.
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ClearPath – Your Roadmap for LifeSM is brought to you by Transamerica Institute®, a nonprofit private operating foundation dedicated to retirement security and the intersections of health and financial well-being.
The podcast explores a broad range of topics. Each episode offers research-based insights and shares practical tips related to health and wellness, employment, workforce trends, personal finance, caregiving, longevity, and retirement. Host Al Waller interviews Catherine Collinson, founding CEO and president of Transamerica Institute and its Transamerica Center for Retirement Studies®, and Mihaela Robles, public health expert of Transamerica Institute.
ClearPath – Your Roadmap for Life is produced by Transamerica Institute with assistance from WYPR. The information provided is for educational purposes only and should not be construed as insurance, securities, ERISA, tax, investment, legal, medical, or financial advice or guidance.