2023 Year End Planning Strategies
1 month ago
Year-end is a great time for advisors to plan for year-end discussions and add value to client relationships. Join us as John Nersesian, Head of Advisor Education at PIMCO, shares strategies to approach important topics such as:
- Client investment portfolios, including goals, risk tolerance and liquidity needs over shorter and longer-term horizons
- Tax planning, in partnership with tax professionals, including conversations about Tax Loss Harvesting
- Retirement planning, including required minimum distributions (RMDs) at year-end
- Estate planning, wealth transfer and charitable giving, to reduce future estate tax liability and help maximize lifetime gifting