John Nersesian

John Nersesian, Head of Advisor Education at PIMCO, shares his expertise in financial planning. He dives into essential year-end strategies that go beyond simple tax planning, emphasizing the impact of recent tax law changes. Nersesian highlights managing income for maximum deductions and the complexities of itemizing and AMT exposure. He also discusses effective wealth transfer through gifting and 529 plans, along with the unique benefits of health savings accounts. Advisors will gain insights into strategic Roth conversions and the importance of Social Security and Medicare elections.