Blucora's BluVest™ Turns Tax Refund Day into Investment Day
"There are millions of Americans who want to invest in their retirement but don't because they don't trust the motives of investment firms, think it's too expensive, or simply don't know where to start," said
The Employee Benefit Research Institute's (EBRI) 2016
"We are proud to be the first and only tax preparation software provider that gives taxpayers the option to directly open an IRA using their refunds to fund the account," added Clendening. "It's another example of the way in which we are bringing innovation to the tax preparation process and helping consumers easily and proactively take control of their finances."
With low account minimums and minimal fees, opening a BluVest account gives Americans a simple, low-balance solution to start building a nest egg or grow existing retirement savings. After the investor opens a BluVest account and outlines his or her investment goals, the program tailors investment recommendations to the account holder.
Investors who don't want to go it alone can choose to work with one of HD Vest's 2,200 Investment Advisor Representatives for person-to-person guidance with retirement planning.
The BluVest online investment advisory program is the most recent example of
BluVest™ is an online investment advisory program that helps individuals in planning for their financial future. This program enlists financial strategies to help you make your assets go further and last longer. This program is the right fit for Americans at all levels of wealth management, from those just beginning to build their savings to those growing and preserving their nest egg so that they can retire in comfort.
This new innovative investment advisory program is the latest chapter in HD Vest's long history of innovation in wealth management. For over 30 years, HD Vest has been reinventing the way America invests through comprehensive financial planning. The goal is to provide investors with the advice they need at the times they need it most.
For clients who would like some assistance with their financial planning needs, HD Vest can introduce you to one of its 2,200 financial advisors who can assess your financial health and help create a custom financial plan for your particular goals and needs.
BluVest is an online investment advisory program that is part of the
1 Frankel, M.
Stacy Ybarra Blucora, Inc.425.709.8127 Stacy.firstname.lastname@example.org Mari Abe Peppercommmabe@peppercomm.com 415.633.3204
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