Leveraging Tax Refunds to Encourage Saving

Aug 01, 2005

One of the most auspicious ways to make it easier for households to save, for retirement and other purposes, is by allowing them to directly deposit part of their income tax refund into a savings vehicle. This policy brief examines ways of encouraging households to save at one of their most "savable" moments: when they learn they will receive a substantial federal tax refund.

Pew is no longer active in this line of work, but for more information visit the Retirement Security Project on PewHealth.org.

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