Tax Refunds and Retirement

This report presents the findings from the first in an ongoing series of Quarterly National Phone Surveys, sponsored by the InCharge Education Foundation. Eight questions are repeated as a longitudinal study, to measure consumer attitudes toward their personal finances over time.  In addition, two additional questions are asked each quarter, with varying interview topics, in order to stay in tune with current economic events and how they impact Americans. This quarter, the topics are taxes and retirement.  Specifically, we asked consumers how they would spend a tax refund if they were to receive one, and if they are using a 401(k) retirement savings plan through their employers. 

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