2023 EP0225 | Ron Courser, CFP® | Tax Opportunities!

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.