Planned Giving
Wednesday December 6, 2023
News

Exciting events are happening at USU
Thank you for your interest in Utah State University. Our hope is to serve you and your family with helpful information.MORE

Passing Unequal Shares in Your Will
Because children often look at their inheritance as a representation of their parents' love, most parents leave children equal shares of their estate. However, there are a number...MORE

Enhance Retirement Savings with a Health Savings Account
I am interested in contributing to a health savings account to boost my retirement savings and would like a better understanding of how they work. What can you tell me?
A health...MORE

Benefits From the Saver's Credit
In IR-2023-222, the Internal Revenue Service (IRS) reminded low-income and moderate-income taxpayers they could benefit from a "Saver's Credit" in 2024.
The Saver's Credit allows individuals to contribute up to $2,000 to a retirement plan and receive a credit. The credit is also available to individuals who are a beneficiary of an Achieving a Better Life Experience (ABLE) account.
The maximum credit is $1,000 for a retirement contribution of $2,000. The maximum credit amount is increased to $2,000 for a retirement contribution of $4,000 by a married couple.
Taxpayers who are age...MORE