Savers Match Guide

Independent guide to the U.S. Saver's Match (from 2027): calculator, eligibility checker, income-limit tables and a Saver's Credit comparison. Not tax advice.

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About the product

What does Savers Match Guide do?

Savers Match Guide (saversmatchguide.com) is an independent, free educational site about the Saver’s Match, the U.S. retirement-savings match created by SECURE 2.0 (IRC §6433) that replaces the Saver’s Credit for retirement contributions starting in tax year 2027.

The site turns the published rules into plain-language explanations and tools: a match calculator that shows the estimated match for a given income and contribution, an eligibility checker, a table of 2027 income limits for every filing status with the phase-out math, and a side-by-side comparison of the 2026 Saver’s Credit and the 2027 Saver’s Match. A methodology page lists the primary sources each threshold and formula comes from (IRC §6433, IRS Notice 2026-48, IRS Notice 2025-67), and the site states which rules are still pending.

Savers Match Guide is not affiliated with the IRS, the U.S. Treasury or any government agency, and it is education, not tax, legal or financial advice.

Who it’s for

Who should use Savers Match Guide?

financial-literacy educators, HR/benefits staff, Tax preparers, U.S. low- and moderate-income savers are the clearest fit based on how the product is positioned.

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Best fit

Pricing: Free

Platforms: Web

Cost

How much does Savers Match Guide cost?

Free Check the provider’s own page for the latest pricing, packages and terms.

Directory note

Details, pricing and availability can change. We use provider information, verified owner updates and editorial review where available. Check the provider’s own page before making a purchase, booking or important decision.

Profile last updated 31 Oct 2026.
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