May 5, 2017

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

If you’ve recently received a tax refund, you may be looking for the best way to invest your money.

What if you could utilize an option that is both convenient and helps fund your future?

April 18 is not just the tax-filing deadline, but it’s also the IRA-funding deadline, and if you haven’t yet maxed out your IRA, now may be the time.

Once the proper forms are completed, an income tax refund can be directly deposited to an IRA up to the annual contribution limit, providing a great opportunity to make the most of your refund.

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

To learn more about IRA funding and investment options, contact our office at 703-466-0477 to schedule a visit.

Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.



Securities offered through Triad Advisors, LLC, Member FINRA / SIPC 

Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC