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

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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