Our clients can lower their taxes by opening an IRA or are just looking to add to retirement savings here’s a good option:

IRA: An easy way to start on the path towards regular retirement saving and possibly reduce tax liabilities by funding an IRA from tax refund proceeds. IRAs are the largest and most successful component of the U.S. retirement savings market today with more than two out of five U.S. households owning IRAs. Tax time is often the best time for our clients to consider an IRA. With an IRA, many clients may be able to lower their tax liability through the Savers Credit or through deductions from your income. It all adds up to potential tax savings while adding to your retirement savings.

Benefits:
• Saves money on your taxes,
• Easy and convenient process using part of your tax refund to open an IRA,
• Peace of mind in knowing that you are saving for your future,
• Savings earnings are tax deferred.

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