![\"Screenshot](\"\/blog\/wp-content\/uploads\/sites\/12\/2025\/01\/tax-calulator-1.png\")
<\/figure> \nYou can easily estimate their savings by answering a few simple questions related to their \nbusiness such as the number of employees and highly compensated employees (HCEs), they \nhave. For the 2024 plan year, an employee is considered an HCE if they earn more than \n$155,000, or own more than 5% of the business.<\/p>\n
The Estimator also considers the plan features and services your client has selected. Enter the \ninformation into our Estimator and press the calculate button to display the potential amount of \ntax credits your client may receive. It\u2019s that simple.<\/p>\n
Which clients are eligible for SECURE Act tax credits?<\/h2>\n
If your business-owner clients are adopting a new 401(k) retirement plan, providing an employer\nmatching or profit sharing option, or opting into automatic employee enrollment, they may be \neligible to receive tax credits as outlined in the SECURE Act.<\/p>\n
What do advisors gain from the SECURE Act Tax Estimator?<\/h2>\n
Your clients need you to help them make wise financial choices for their businesses. By helping \nyour clients realize their savings potential, you can help them feel at ease with your financial \nrecommendations\u2014now and in the years to come. Imagine how grateful they will be when you \nestimate how much they can gain in tax credits by adopting a 401(k) retirement plan.<\/p>\n
Not only will you be opening your clients\u2019 eyes to the financial possibilities that a 401(k) plan \nbrings, but by encouraging your clients to enroll in a retirement plan you\u2019ll also be helping their \nemployees save for the future. Additionally, your own client base has the potential to grow based\non client advocacy and word-of-mouth referrals.<\/p>\n
Conclusion<\/h2>\n
Don\u2019t just tell your clients about their tax credit potential, show them. Entering details about \nyour clients\u2019 businesses into our SECURE Act Tax Estimator will bring their attention to how \nmuch they could potentially save by enrolling in a small-business retirement plan.<\/p>\n
Helping one client realize their savings potential by estimating their tax credits using our \nSECURE Act Tax Estimator can lead to you helping even more clients down the road. Are you \nready to seize this opportunity to help your clients? Log in to your account and use our SECURE\nAct Tax Estimator today.<\/p>\n","protected":false},"featured_media":470,"template":"","categories":[24],"tags":[],"class_list":["post-464","article","type-article","status-publish","has-post-thumbnail","hentry","category-for-advisors"],"acf":[],"yoast_head":"\n