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3 Tax Planning Strategies for Clients in 2024

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Tune into an informative discussion on how your clients can benefit from strategic tax planning by increasing retirement account contributions, booking capital losses to offset gains, and bunching itemized deductions for charitable giving. 

For additional resources on this topic, including on-demand CE and an investor-friendly Tax Guide,

 



 

 


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. 

CMR2024-0216-3397314