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Using Tax Refunds as a Strategic Planning Opportunity

March 24, 2026InvestmentNews
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In a recent InvestmentNews article, Thomas Pontius, Director, Financial Planning at Kayne Anderson Rudnick, explained that smaller tax refunds often reflect more accurate withholding, but noted that recent tax law changes may result in larger refunds for some investors. He emphasized that refunds can be used strategically—whether to rebuild cash reserves, pay down debt, contribute to investment accounts, make gifts, or apply funds toward future tax obligations—rather than being treated as discretionary spending.

Read the full article here: Don’t squander those tax refunds! Advisors offer tips for clients getting cash back from Uncle Sam

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