Tax-Savvy Retirement: Information to help minimize taxes and keep more in retirement.

These workshops are strictly informational and do not promote any products or companies. A “Hear It. See It. Write It.” coaching method makes it easy for you to understand, retain and profit from the information covered.

Learn important rules that could affect the amount of retirement benefits you collect. Determine the best strategies to help minimize taxes in retirement to fund your desired quality of life.

We will discuss the following:

  • How will the new SECURE Act legislation impact our retirement?

  • How to reduce taxes on social security benefits after you start receiving benefits.

  • Why the Stretch IRA is going away.

  • How can the tax laws help?

  • Is it beneficial to convert your IRA to a Roth IRA?

  • How to maximize income in retirement.

  • How to plan Social Security with other sources of income.

  • Learn how to minimize taxes on your Required Minimum Distributions (RMDs).

*Neither the firm nor its agents or representatives may give tax or legal advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions.


This event is in not sponsored or endorsed by, nor affiliated with the venue listed.


February 25 or 27, 2020

6:30pm  |  UC Riverside Palm Desert Center

Email us to sign up!


UC Riverside, Palm Desert Center


Charles Ragonese

President of Mountain Peak Financial, Inc.

CA lic. #0B02155​

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Mountain Peak Financial, Inc

At Mountain Peak Financial, Inc., we are dedicated to informing our clients and working closely with them to help develop the best financial strategies for their long-term goals. Our goal is to be the trusted lifetime advisor that helps our clients achieve the confidence they deserve for their financial futures.


Mountain Peak Financial, Inc.  |  1425 W. Foothill Blvd., Ste 115, Upland, CA 91786 MAP  |  Tel: 909.982.2277

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Mountain Peak Financial, Inc. are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Charles Ragonese CA LIC #0B02155, Firm LIC #0I088569

Any references to protection benefits, safety  or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Neither the firm nor its agents or representatives may give tax or legal advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Mountain Peak Financial is not affiliated with the US government or any governmental agency. 615813

© 2018 by Mountain Peak Financial, Inc.