Saver’s Credit

A special tax break for part-time, low-income, and moderate-income workers.

Provided by Greg Ferguson

Do you work part-time, or earn less than $65,000 a year? If so, you might be eligible to fully or partly claim the Saver’s Credit – a federal tax credit that gives part-time, low-income, and moderate-income workers an extra incentive to make retirement account contributions.1

The 2013 Fidelity RIA Benchmarking Study Reveals Smart Technology Adoption Contributing to High-Performing Firms’ Success

Fidelity Institutional Wealth Services®ⁱ, a leading custodian for registered investment advisor (RIA) firms, today released findings from The 2013 Fidelity RIA Benchmarking Studyⁱⁱ, which found “High-Performing Firmsⁱⁱⁱ” are seeing 1.5x the growth, 1.3x the profitability and 1.5x the productivity of “All Other Eligible Firms^iv.” The study explored the factors contributing to High-Performing Firms’ success, and found that while focusing on a range of areas was important, these firms also have in common a focus on smart technology adoption.

In business, all strategic planning is market planning. The customer is not only king, the customer must be the center point of all thinking and planning in the setting and achieving of business goals.