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.
Financial Success Doesn’t Happen by Chance.
Contact lead advisor Chris Robinson, ChFC, at our office, 940-464-4104, to schedule a time to discuss your current questions.
RFG Wealth Advisory in Argyle, Texas, is an independent, fee-only Registered Investment Advisor firm that always puts our client’s interests first. Plus, we have a transparent, simple fee structure that’s easy to understand. Call us today!
Using a Tax Refund to Fund an IRA in 5 Easy Steps
Disclaimer
Financial Success Doesn’t Happen by Chance.
Contact lead advisor Chris Robinson with RFG Wealth Advisory in Argyle, Texas to discuss your questions.
RFG Wealth Advisory is an independent, fee-only Registered Investment Advisor firm in Argyle, Texas. At RFG Wealth, our fiduciary duty ensures your interests always come first, and we maintain a transparent fee structure for your peace of mind. Contact us today!
Investment advice is offered through RFG Wealth Advisory, a Registered Investment Advisor.
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Chris Robinson is the president of RFG Wealth Advisory, which he founded in 1995. He is a current resident of Argyle and native of Denton, Texas.
