Asset Development and Outreach
Go beyond tax credits to build financial stability. Understand the link between tax credit refunds, asset-building, and financial goals.
Who is unbanked and underbanked?
What financial services do people use without a bank account? What are the advantages and disadvantages?Help others build financial stability
Learn steps to connect your community to quality financial education, financial coaching, or financial development products.
Helping Workers Use Secure Financial Services
Learn about safe and affordable products and services that can help unbanked and underbanked workers transition to secured financial services.
Tools to Save
Free tax filing assistance sites can encourage taxpayers to direct part of their tax refund to a savings option to start generating assets and building wealth.
Individual Development Accounts (IDAs)
Individual Development Accounts (IDAs) are special savings accounts that encourage lower-income workers to save by matching the funds they deposit.
Roth Individual Retirement Accounts (IRAs)
Roth Individual Retirement Accounts (IRA) are an alternative for workers who want to save for retirement, homeownership, or other purposes and are unable to participate in an Individual Development Account program.
Asset Development Definitions
Here are the terms you'll need to know.
Let’s keep in touch
Tax credits help families and their communities thrive. Sign up to help spread the word about these important tax credits and free tax filing. We send occasional emails with resources to help your work.