With tax changes on the horizon, don’t let higher taxes derail your clients’ plans for retirement. Financial advisors should become familiar with the latest legislation in order to identify the impacts to clients and how best to preserve savings through efficient tax planning. This session reviews planning considerations and effective strategies for advisors looking for ways to minimize taxes. 

Learning Objectives:  

 - Explore several strategies to help manage taxes for retirees 

 - Learn how to assess investments and accounts to plan ahead for taxes in retirement 

 - Gain tips on gifting and charitable donations 

 - Provide clients with essential guidance on Roth conversions, qualified charitable distributions, asset location, and more

Speaker:

John Nersesian, CIMA^®, CPWA^®, CIS, CFP^®

Head of Advisor Education, PIMCO   

Premier Continuing Education (CE):

- 1.5 hours of tax & regulations CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected