Skip to content
Download PDF
Article

LIFE | Making the Most of Your Tax Refund 

For most people, a tax refund feels like free money—an unexpected bonus that’s all-too-easy to spend. But if you take a long-term perspective, this money can also offer an opportunity to improve your overall financial wellness. In this video, learn a few options to make the most of your tax refund.


To download a copy of the transcript, click here.

Have questions? Need help? Call the CAPTRUST Advice Desk at 800.967.9948, or schedule an appointment with a retirement counselor today.