Listen "2023 EP0225 | Ron Courser, CFP® | Tax Opportunities!"
Episode Synopsis
Ron Courser, CFP® discussed the current tax environment and how it is an opportunity to take advantage of lower taxes, strategies such as taking money out of an IRA and converting it to a Roth IRA, as well as looking at investments in taxable accounts and how to reduce the tax burden. Ron also discussed the importance of talking to a tax preparer or CPA to understand the implications of any tax strategies. For more information call Cornerstone Retirement Partners at (616) 301-2581 and visit the website Cornerstone-rp.com.
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