About the Author

Matthew J. Mancini, CFP®, ChFC®, AEP®

Vice President and Wealth Planner

As part of the Wilmington Trust Emerald Family Office & Advisory team, Matthew is responsible for developing customized wealth management strategies and financial plans for prominent individuals, families, and business owners. He works closely with other professional and family advisors to analyze financial positions and develop plans to help clients achieve future personal and financial goals.

Matthew, who joined M&T Bank in 2009, has been helping individuals with their financial planning since 2006.

He holds a bachelor’s degree in finance from Canisius College and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2011, and the CHARTERED FINANCIAL CONSULTANT® designation in 2015 from The American College. Matthew has also received the ACCREDITED ESTATE PLANNER® designation from the National Association of Estate Planners and Councils in 2019.

Matthew is an active member of the Financial Planning Association of Western New York and the Western New York Estate Planning Council.

By the Author

Understanding the Tax Treatment of Retirement Plans

Matthew J. Mancini, CFP®, ChFC®, AEP® |
Wealth Planning
Tax Laws and Retirement Plans NC.jpg

 Make your retirement planning as tax-efficient as possible under today’s laws.Qualified savings plans and retirement accounts continue to offer taxpayers several options for saving for retirement.There are many additional opportunities and considerations for taxpayers to be mindful of in order to take full advantage of planning for retirement in the most tax-efficient manner.