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Smart Tax Planning

Smart tax planning isn’t just about filing the necessary paperwork each year by April 15th and claiming all the deductions and credits you’re entitled to so that you can get a bigger refund. It also involves thinking about and engaging in methods to legally lower your tax burden throughout the year. This program will cover:

  • Retirement plans
  • Education plans
  • Flexible spending accounts and transportation savings accounts
  • Investing
  • Tax fraud

Begin the Course

Savings services from VACU can help you prepare for your long-term plans — or an unexpected expense.

  • Related Resources

    See More Resources

  • How do you file your taxes?

    It’s a fair wager that filing taxes, the annual task that American households face between January and April 15, is no one’s favorite. But as they say, death and taxes are two things that no one can avoid.
  • Ways to Save Using a Tax Refund or Bonus

    To jump start your savings, here are some ideas about how to use a tax refund or bonus for startup money. Even if you can’t save it all, try to save at least half.
  • Retiring My Mortgage

    As I look ahead to 2018 I’m grateful for one more thing…..retiring my mortgage! With that reality looming so close, we’ve been weighing our options on what to do with the additional money we will have each month once the mortgage payments end.