If you are eligible for a refund this tax season, you are likely planning 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 not only reduce your tax bill but also fund your future?

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 traditionally but as part of Coronavirus Tax Relief it has been extended to July 15 for tax year 2019, so if you decide to do this, you’ll need to move quickly.

Click here to download “Using a Tax Refund to Fund an IRA in 5 Easy Steps.”pdf

Our newsletter delivers the local news that you can trust.

 

For more information, contact our office at 877-714-2362 to schedule a time for a visit.

Click here to view our video course on Income Planning

 

 

 

 

For more IRA Expertise, contact us!

Walter F. Pardo, Founding Partner

An Ed Slott Master Elite IRA Advisor

22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938

Phone (877) 714-2362 | Fax 1 + (908) 325.0008

info@walterpardo.com

www.wealthfinancialpartners.com