Tax season is here, and Moneco Advisors is back with the second session in our Financial Planning Series: Tax Planning Strategies. This workshop is designed to help you make informed tax-related decisions and understand strategies that could benefit you and your family.

Have you ever wondered whether to choose a Roth or Traditional 401(k), or found yourself thinking about a backdoor Roth conversion but weren’t sure how it works? In this session, Bill Shafransky and Derrek Metz will provide clear, practical strategies and explanations so you can confidently navigate your tax planning choices.

Topics we’ll cover include:

Understanding different types of taxes and their impacts
Simple ways to reduce investment-related taxes
When to use Traditional vs. Roth accounts
Roth in-plan conversion options, including the “Mega Backdoor” Roth
Tax loss harvesting strategies
Roth conversions in retirement
How IRMAA affects your retirement planning
State-specific tax advantages

This session is part of a multi-event Financial Planning Series hosted by Moneco Advisors. Each session is standalone, and registration is required for each program:

Upcoming Sessions in the Series:

May 21 – Financial Planning Beyond the Basics
June 3 – Cash Flow Basics

Registration Information

This event is hosted at the New Canaan Library and requires advance registration.
Registration closes on April 14, 2026 at 6:30 PM.

Please register through the New Canaan Library’s website to reserve your spot (https://www.newcanaanlibrary.org/event/hold-moneco-171956)