Make-the-most-of-your-tax-refund

Make the most of your tax refund

Did you get a tax refund this year?

You can probably think of a thousand ways to spend the extra money. But don’t act too fast! You can maximize your tax refund by using it to improve your financial situation.


74% of taxpayers received a tax refund in 2018.


74 Percent Of People infographic Icon


Average tax refund amount in 2018: $2,793

Tax Refund Icon

Tax refund trends

Here’s what Americans do with their tax refunds.

  • 43% Put the money in savings
  • 36% Pay off debt
  • 10% Spend it on vacation
  • 6% Splurge on a luxury purchase
  • 5% Make a major necessary purchase

Tax Refund Trends infographic




Talk to a financial advisor

Fill out the contact form or call us at (877) 820-2265 to schedule a meeting with a financial advisor who can walk you through smart ways to use your tax refund and achieve your financial goals.


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This financial institution does not give tax advice. Consult your tax advisor for information specific to your situation.
Sources: IRS 2018 and Prior Year Filing Statistics and GoBankingRates 2018 Survey

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