10/15/2026
The IRS wants to match you. Not something you hear every day.
If you got a letter from the IRS about the "Saver's Match," it's not a bill.
Starting in 2027, the government will match 50% of what eligible savers put into a retirement account, up to $1,000 a year per person.
It sounds simple, but there are rules on who qualifies, which accounts count, and what you need to do to actually get it. Plenty of people who qualified for the old Saver's Credit never claimed it, and we'd hate to see that happen again.
If you got the letter and aren't sure what it means for you, give us a call. We're happy to look it over with you and help you figure out if you qualify and how to set things up so you don't leave that match on the table.
(563) 412-6305