As a tax professional, you have a unique opportunity to inform clients about the importance of saving for retirement, especially those receiving refunds.
One option to offer your clients is myRA, a starter retirement savings program created by the U.S. Department of the Treasury.
To help facilitate conversations with clients about saving and the Saver's Credit, use these valuable resources in the myRA Tax Pro Toolkit.
The free toolkit includes guides with talking points and videos, plus mailers posters, social media posts and blog posts you can distribute to clients.
Go to myRA Tax Pro Toolkit