Broker Check

Tax Return

April 29, 2021

Better Use of Tax Refund


I was at an Enterprise car rental office yesterday. They had posters suggesting “Using your tax refund to take a drive in a car rental.”

A better use of your refund would be to add to your existing IRA or start an IRA. A traditional IRA contribution is tax deductible with some limits. We are here to assist you making the right choice for the best benefit for your future Retirement.

Please give our office a call to discuss IRA investing or any other financial needs or goals you have.