This short video covers a valuable and quite underutilized tax credit for those making below certain income thresholds. More information on the “Saver’s Credit” can be found on the IRS’s website
Christopher Diodato founded WELLth Financial Planning in 2020 to help individuals live their best financial lives through expert, conflict-free guidance. He carries a rare combination of credentials — the CFA, CMT, and CFP charters — allowing him to create and implement best-in-class investment and financial planning strategies. A passionate advocate of the FIRE movement, Chris helps clients design life plans that reflect their unique vision of financial success, whether that means early retirement or more time for what matters most.