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

What does the basic process entail? An income tax refund can be directly deposited to an IRA up to the annual contribution limit. The contribution limit is $6,000 ($7,000 for individuals age 50 or older) for 2020 and 2021. It can also be split among multiple accounts.

Download Guide

Share:
8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

What's the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

Download Now

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us