Using a Tax Refund to Fund an IRA

  |   ,
share this post

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.

 

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!

 

 FREE DOWNLOAD 

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


“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.


The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

Copyright © 2024 RFG Wealth Advisory. All Rights Reserved.