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Risks and Opportunities: Moving from Cash to Bonds
3 Tax Planning Strategies for Clients in 2024
PIMCO Education

3 Tax Planning Strategies for Clients in 2024(video)

3 Tax Planning Strategies for Clients in 2024

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 an investor-friendly Tax Guide, visit pimco.com/advisoreducation

Family Wealth Planning: Steps to Success
The Cost of Cash: Talking to Clients about their Cash Allocations
Viewpoints

The Cost of Cash: Talking to Clients about their Cash Allocations(video)

The Cost of Cash: Talking to Clients about their Cash Allocations

Investors often keep cash in their portfolios for liquidity needs and defensive reasons, and cash balances are currently at record high levels. Help investors overcome concerns about putting cash to work and how best to position cash allocations in this environment to maximize potential. Watch now to learn why the time is right to consider moving cash off the sidelines into fixed income.

To learn more, contact your PIMCO Account Manager.

An Introduction to Charitable Giving

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John Nersesian

Head of Advisor Education

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.