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PIMCO Education Refresher on Tax Loss Harvesting(video) Refresher on Tax Loss Harvesting John Nersesian, head of Advisor Education, provides a short primer on tax loss harvesting, a strategy that can help advisors alleviate their clients’ tax burden and improve their balance sheets. Interested in additional advisor and investor resources? Visit pimco.com/yearendplanning
PIMCO Education PIMCO’s Advisor Education Program(video) PIMCO’s Advisor Education Program Our advisor education platform has the information, tools and support for financial professionals to build their knowledge base and grow their business. Visit pimco.com/advisoreducation to download the curriculum, earn CE, access resources, and more.
PIMCO Education 2023 Tax Planning Considerations and Opportunities(video) 2023 Tax Planning Considerations and Opportunities Watch as John Nersesian, head of advisor education, provides a thorough overview of considerations for 2023, including ordinary income taxes, ACA taxes, the alternative minimum tax, and retirement account contributions. Visit pimco.com/advisoreducation for additional tax planning education and resources.
PIMCO Education Taxes and Munis in Today’s Volatile Environment(video) Taxes and Munis in Today’s Volatile Environment Explore how municipal bonds may lower your tax bills and offer diversification benefits as compared with other asset classes, plus how the possibility of rising interest rates may affect them. Learn more about potential in municipal bond portfolios at pimco.com/munis
PIMCO Education Secure Act 2.0: Key Provisions and Implications(video) Secure Act 2.0: Key Provisions and Implications New provisions of Secure Act 2.0 have expanded the opportunities for Americans to save for retirement. Watch John Nersesian, head of Advisor Education, summarize the key benefits for retirement plan participants and their beneficiaries. Visit pimco.com/advisoreducation to learn more about this and other topics.
John Nersesian Head of Advisor Education Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006–2017 and as chairman for the 2014–2015 term, and he is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 38 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.