Using a Tax Refund to Fund an IRA

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If you received a refund this tax season, you are likely considering how to spend the extra cash. Instead of purchasing a new car or taking a vacation, what if you invested the money in a way that would reduce not only your tax bill but also fund your future?  Fund an IRA!

If you haven’t already maxed out your contributions, you may want to consider depositing your tax refund into your IRA. The IRA funding deadline is April 15, so you’ll need to move quickly if you decide to do this.

Contact our RFG Wealth Advisory office at 940-464-4104 to schedule a call for further assistance with all your financial planning needs.

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


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