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2023 Year End Planning Strategies

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
PIMCO offers a hub of investor and advisor resources for year-end, including checklists, guides, and videos focused on tax planning, charitable giving, retirement and portfolio management.

Visit to learn more and download materials.