March 17, 2021
Bridge the Gap: Turn Tax Refunds into Retirement Income
Put that refund to work closing their retirement gap.
It’s tax season, and it’s always a nice feeling to receive a tax refund. Like last year, it may be tempting for your clients to spend their refunds rather them putting them to work. But. for your clients who are teachers, they may have a retirement gap that is looming.
You can use The Retirement Analysis Kit (TRAK) software to show your clients what their expected retirement gap is so they can stay true to their retirement savings goals by moving assets, even a smaller once-a-year windfall like a tax refund, into their 403(b) plan using “capital conversion.”
Find out more by viewing this flier.
Want to learn more about TRAK?
This information is not intended as tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
