Canadians Advised on How to Best Use their Tax Refund Amid Economic Uncertainty

Personal finance experts offer some suggestions on how to spend the extra money.

Tax Refund
Tax Refund ( Photo: Money Crashers )

Canadians receive their tax refunds

While some might be tempted to treat themselves, experts suggest prioritizing financial goals such as paying off high-interest debt, making lump-sum mortgage payments, and contributing to a registered retirement savings plan or registered education savings plan. For parents, contributing at least $2,500 annually to an RESP can secure an extra $500 for their children’s education savings through the Canada Education Savings Grant.

In the current economic climate, experts advise Canadians to prepare for the possibility of a layoff or other hits to their income by keeping an emergency fund of three-to-six months’ worth of expenses in a high-interest savings account.

Experts suggest spending money on limited items

For those who want to treat themselves, experts suggest spending money on limited items like mini-vacations or nice dinners. This year’s tax season follows a rapid rise in interest rates, which has made interest costs on certain kinds of debt more expensive than last year.

Experts suggest that putting the extra money back into a savings plan can reduce the amount you’ll pay on your taxes next year and allows you to invest or save that money for retirement.

 

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