Saving and Investing

Receiving Your 2024 Tax Refund

What to do with your tax refund and how to make sure you are maximizing the gains!

By

Jordan Wexler

Last updated:

March 3, 2025

2 Minutes

EarlyBird helps parents, family, and friends collectively invest in a child’s financial future. Learn more.

What You'll Learn

Your tax refund just landed (or is on its way)! Before it disappears on day-to-day expenses, consider using a portion of it to invest in your child’s future.

Why Use Your Refund to Invest?

Turn a short-term refund into long-term growth—a deposit today can grow for decades.

No extra budget impact—this is money already coming in, so why not put some to work?

Small moves now = big results later—even a portion of your refund can make a difference.

How Much Should You Invest?

💡 If you received the Child Tax Credit ($2,000 per child)—consider depositing that amount into your child's EarlyBird account.

💡 Even $500-$1,000 now can compound into thousands by the time they’re an adult.

[Deposit Funds]

Disclaimer: EarlyBird does not provide tax, legal, or accounting advice. This email is for informational purposes only and should not be relied upon as tax guidance. Please consult a qualified tax professional for advice regarding your specific situation.

This page contains general information and does not contain financial advice. All investments involve risk. Any hypothetical performance shown is for illustrative purposes only. Actual investment performance may be different for many reasons, including, but not limited to, market fluctuations, time horizon, taxes, and fees. Please consult a qualified financial advisor and/or tax professional for investment guidance.

Author

Jordan Wexler

CEO, Co-Founder

EarlyBird CEO and co-founder, Jordan Wexler, is a loving uncle to two beautiful children and a godparent of twins. It was when he welcomed these children into the world and showered them with gifts that he first saw the core problem EarlyBird needed to solve—that there was no simple and meaningful way to gift a financial asset or invest in the children we love most. Launched publicly in December 2020, EarlyBird has since helped over 100K families start their journeys toward building generational wealth.

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INVEST EARLY, GROW TOGETHER
Download EarlyBird today and start investing in your child’s tomorrow.
INVEST EARLY, GROW TOGETHER
Get started with your first $10 on us, when you create an account today!
INVEST EARLY, GROW TOGETHER
Download EarlyBird today and start investing in your child’s tomorrow.
INVEST EARLY, GROW TOGETHER
Get started with your first $10 on us, when you create an account today!
INVEST EARLY, GROW TOGETHER
Download EarlyBird today and start investing in your child’s tomorrow.
INVEST EARLY, GROW TOGETHER
Get started with your first $10 on us, when you create an account today!
INVEST EARLY, GROW TOGETHER
Download EarlyBird today and start investing in your child’s tomorrow.
INVEST EARLY, GROW TOGETHER
Download EarlyBird today and start investing in your child’s tomorrow.
INVEST EARLY, GROW TOGETHER
Download EarlyBird today and start investing in your child’s tomorrow.
INVEST EARLY, GROW TOGETHER
Download EarlyBird today and start investing in your child’s tomorrow.
INVEST EARLY, GROW TOGETHER
Download EarlyBird today and start investing in your child’s tomorrow.
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