Year-End Planning: 5 Strategies to Implement Before 2022

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  • 08 mins 06 secs
Clients look to financial professionals to help them organize their financial affairs and deliver experiential alpha, especially as the end of year approaches. This video provides strategies for investment considerations, tax planning, charitable giving, family meetings, and more. Learn more about tax loss harvesting.

Looking for CE on the topic? Visit pimco.com/advisoreducation

Channel: PIMCO


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 nearly 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.

Visit pimco.com

CMR2021-1020-1879643

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