Skip Navigation An official website of the United States Government.U.S. Department of the Treasury

Tax time is the right time to talk about saving

Do your clients need help enrolling?

We’ve extended our call center hours from January 28 to March 4. Representatives are available from 8 a.m. to 11 p.m. ET, Monday through Friday, and from 9 a.m. to 11 p.m. ET on Saturdays.

Help tax filers save for the future with myRA

Millions of Americans aren’t saving enough, or at all, for retirement. Tax time is a great time—especially for those receiving refunds—to think about saving. As a tax professional, you’re in a unique position to encourage saving at tax time, and to share information about myRA®, a starter retirement savings option created by the U.S. Department of the Treasury. Let’s get started!

Attention, tax filers!

Saving your tax refund with myRA is easy. Please visit myRA.gov/tax.

Get to know myRA

  • Guide for tax site managers

    Tips and tools to help you learn more about myRA, equip your staff, and promote savings.

    Download PDF

  • Step-by-step guide

    How would a filer apply their refund to myRA? This guide explains the process.

    Download PDF

  • Saving at tax time with myRA

    Presentation covers the importance of saving, the value of myRA, the Saver’s Credit, and best practices from other organizations on how to promote myRA.

    Download PDF
    Watch the recording

  • Step-by-step (ITIN) guide

    This guide explains the step-by-step Individual Taxpayer Identification Number (ITIN) enrollment process

    Download PDF

Encourage your clients to save with myRA

Promote

  • Mail insert

    An attractive way to promote saving in your business communications, customer correspondence, or as a bill stuffer.

    Download PDF (version 1)
    Download PDF (version 2)

  • Poster

    For your office, the conference room, the lobby, and more. Let people know they can ask about myRA.

    Download PDF

  • myRA at-a-glance

    All the basics about myRA in one place. A must-have.

    8.5" × 11": English | Español
    8.5" × 5.5": English

  • Table tent (3-sided)

    On desks, in the lobby, at events. No shortage of great places for this handy intro to myRA.

    Download PDF

  • Postcard

    Encouraging myRA enrollment before the tax appointment saves you time. This postcard encourages signup.

    Download PDF

  • Web banner

    When tax filers visit your website, let them know you support saving. Introduce them to myRA.

    View Version 1
    View Version 2

Educate

  • Content for text messages, web pages, etc.

    Sample language to help you promote tax-time saving.

    View text

  • Newsletter/blog

    A great way to explain the importance of saving and the benefits of myRA as an option.

    View text

  • Email content

    Consider including myRA in email marketing to your clients.

    View text

  • Social posts and images

    Let’s get social. Connect with us and share myRA with your clients.

    View text

Empower

  • How to enroll in myRA in a few easy steps

    The signup process – step by step.

    Watch the video

  • myRA makes it easy to start saving for retirement

    myRA: Simple, safe, and affordable.

    Watch the video

  • myRA could help you save more, pay less at tax time

    Need to explain the Saver’s Tax Credit? We’re here to help.

    Watch the video

  • Step-by-step guide

    How would a filer apply their refund to myRA? This guide explains the process.

    Download PDF

Share myRA with your networks

  • Email content

    Consider including myRA in your email communication to your networks.

    View text

  • Social posts and images

    Let’s get social. Connect with us and share myRA with your networks.

    View text

  • Newsletter/blog

    A great way to explain the unique role that tax professionals can play in promoting tax time saving.

    View text

  • Web banner

    When tax professionals visit your website, let them know you support saving. Introduce them to myRA.

    View Version 1
    View Version 2

Make it fun for your staff to promote saving!

A few ideas:
  • Hold a friendly competition among your staff, and reward those who help the most people save with myRA.
  • Ring a bell when someone decides to save with myRA.
  • Put a unique sticker (e.g. a dollar sign, a piggy bank, etc.) on the nametag of those volunteers who succeed in encouraging someone to save in a myRA account.
  • Enter tax filers into a savings promotion like this year’s SaveYourRefund campaign.
Last updated 01/31/2017