Refund Season? Think...Retirement season!

Did you know the average tax refund in 2014 was $3218?

This is like Loaning Uncle Sam your hard earned money...INTEREST FREE!

A $3218 Tax Refund is about $268 per month of additional income that is being paid in taxes...

you spend your $3218 refund each year for 20 years? You'd be spending $64,360...

I love to Shop!
I love Vacations
WHAT IF... INSTEAD OF GETTING A $3218 REFUND, YOU ADJUST YOUR PAY SO YOU A $2000 REFUND... AND SAVE THE OTHER $1200 INTO YOUR RETIREMENT PLAN
$1200 INVESTED annually over 20 years at 7% return = $71,000!

By making a few adjustments to your pay' saving more and refunding less you can potentially make up to 47,000 more over 20 years by making smart decisions.

The beauty is...it doesn't cost you a penny extra!

It just requires patience and time.

Follow these 3 steps

Step 1.

Increase your 401(k) contribution

Step 2.

Adjust your federal withholdings

Step 3.

Talk to your tax professional.

Created By
Wealth Plan Advisors
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