2023 Tax Planning Considerations and Opportunities

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  • 10 mins 17 secs
Watch as John Nersesian, head of advisor education at PIMCO, provides a thorough overview of considerations for 2023, including ordinary income taxes, ACA taxes, the alternative minimum tax, and retirement account contributions.

Looking for additional investor and advisor tax planning education and resources, including PIMCO’s 2023 Tax Planning Reference Guide? Visit pimco.com/advisoreducation  
Channel: PIMCO
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PIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.

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