Using a Tax Refund to Fund an IRA

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Do you have a tax refund headed your way? Before splurging on that big-ticket item you’ve had your eye on, consider these quick tips for potential investment in your future. Depositing your tax refund into an IRA can reduce your tax bill and fund your future. If you have already retired, this may be a great opportunity to help fund a Roth IRA for your children or grandchildren as well.


The IRA funding deadline for 2023 is April 15, so if you decide to do this, you’ll need to move quickly. 


Click below to download “Using a Tax Refund to Fund an IRA in 5 Easy Steps” for insight into this process.


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Using a Tax Refund to Fund an IRA in 5 Easy Steps

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