Moneco Advisors Present: Tax Planning Strategies

We are pleased to present a Financial Planning Series by Moneco Advisors. Please register for each program separately. 

January 28^th – Financial Planning Basics 
April 14^th – Tax Planning Strategies REGISTER BELOW
May 21^st – Financial Planning Beyond Basics REGISTER
June 3^rd – Cash Flow Basics REGISTER

It's tax season! New Canaan's own Moneco Advisors present tax planning strategies. 

Imagine you’re about to make your 401k election for the year. You see the options Roth versus Traditional…which one should you elect? Suddenly you remember something about a backdoor Roth strategy…what’s that again? If this seems familiar, join us for a Tax Planning Strategies workshop where we’ll give you specific strategies to consider for helping you and your family secure a better financial future.

Objectives:

• Understand different types of taxes / impacts of each
• Explore simple ways to reduce investment tax burden 
• Review when to utilize Traditional vs Roth 
• Better understand your Roth in-plan conversion option (The “Mega Backdoor” Roth)
• Delve deeper into tax loss harvesting
• Grasp when to use Roth Conversions in retirement
• Define IRMAA and how it affects your retirement
• Understand state specific tax advantages

About Moneco Advisors:

Founded in 1980, Moneco Advisors' story began with a belief that financial advice should start with understanding what truly matters to you. Their mission is to help clients build lives of purpose and possibility, supported by thoughtful planning, strong relationships, and a commitment to putting your goals at the center of everything they do.