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Viewpoints by Jeffrey O. Duckworth, CRPC, Head of U.S. Intermediary Distribution at John Hancock Investment Management

Jeff oversees distribution of John Hancock Investment Management’s mutual funds, ETFs, separately managed accounts, UCITS funds, and 529 education savings plans. He's also responsible for capital markets research, portfolio consulting services, national accounts, and sales operations. As a member of the firm’s executive management team, Jeff helps shape and execute the firm’s vision and strategic planning. Since joining John Hancock in 1993, Jeff has served as a wholesaler, divisional sales manager, national sales manager, and head of distribution. Previously, he was national sales manager for Market Investment Distributors, a subsidiary of J.C. Bradford & Co. Jeff earned a B.A. in Financial Management from Clemson University and holds the Chartered Retirement Planning Counselor designation.

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U.S. equities

Making the most of tax-loss harvesting entering year-end 2018

The new tax law and the likelihood of full-year equity market gains present a wealth of opportunities for tax-efficient investing. We explore tax-loss harvesting for year-end 2018.

Jeffrey O. Duckworth, CRPC, Head of U.S. Intermediary Distribution John Hancock Investment Management

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September 17, 2018

Jeffrey O. Duckworth, CRPC, Head of U.S. Intermediary Distribution John Hancock Investment Management
The new tax law and your financial plan

Beyond the reductions in tax rates for corporations and individuals, the Tax Cuts and Jobs Act of 2017 ushered in changes to a number of popular savings vehicles, which means now may be a good time to review your financial plan.

Jeffrey O. Duckworth, CRPC, Head of U.S. Intermediary Distribution John Hancock Investment Management

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January 17, 2018

Jeffrey O. Duckworth, CRPC, Head of U.S. Intermediary Distribution John Hancock Investment Management
How is Social Security changing in 2018?

From cost-of-living adjustments to higher income thresholds, Social Security is changing next year. See how it affects you.

Jeffrey O. Duckworth, CRPC, Head of U.S. Intermediary Distribution John Hancock Investment Management

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December 15, 2017

Jeffrey O. Duckworth, CRPC, Head of U.S. Intermediary Distribution John Hancock Investment Management

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Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by its affiliates under license.

John Hancock Investment Management LLC is the investment advisor for the closed-end funds.

A widespread health crisis, such as a global pandemic, could cause substantial market volatility, exchange-trading suspensions and closures, affect the ability to complete redemptions, and affect fund performance; for example, the novel coronavirus disease (COVID-19) has resulted in significant disruptions to global business activity. The impact of a health crisis and other epidemics and pandemics that may arise in the future could affect the global economy in ways that cannot necessarily be foreseen at the present time. A health crisis may exacerbate other preexisting political, social, and economic risks. Any such impact could adversely affect the fund’s performance, resulting in losses to your investment.

Mutual funds

Member FINRA | SIPC, 200 Berkeley Street, Boston, MA 02116

Click here to view a prospectus or summary prospectus. You may also request one from your financial professional or by calling us at 800-225-5291. The prospectus includes investment objectives, risks, fees, expenses, and other information that you should consider carefully before investing.

Some information may not be approved by certain organizations. Please check with your organization before using this information.

ETFs

John Hancock ETFs are distributed by Foreside Fund Services LLC in the United States, and are subadvised by Dimensional Fund Advisors LP in all markets. Foreside is not affiliated with John Hancock Investment Management Distributors LLC or Dimensional Fund Advisors LP.

ETF shares are bought and sold through exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.

529

If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other professional about how these state benefits, if any, may apply to your specific circumstances. You may also contact your state 529 plan or any other 529 education savings plan to learn more about their features. Please contact your financial professional or call 866-222-7498 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing.

John Hancock Freedom 529 is an education savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC through other broker-dealers that have a selling agreement with John Hancock Distributors LLC. John Hancock Distributors LLC is a member of FINRA and is listed with the Municipal Securities Rulemaking Board (MSRB). © 2021 John Hancock. All rights reserved. Information included in this material is believed to be accurate as of the printing date.

John Hancock Freedom 529

P.O. Box 17603 ■ Baltimore, MD 21297-1603 ■ 866-222-7498 ■ jhinvestments.com/529

529 PLANS ARE NOT FDIC INSURED, MAY LOSE VALUE, AND ARE NOT BANK OR STATE GUARANTEED.

Viewpoints by Jeffrey O. Duckworth, CRPC, Head of U.S. Intermediary Distribution at John Hancock Investment Management

Making the most of tax-loss harvesting entering year-end 2018

The new tax law and your financial plan

How is Social Security changing in 2018?

Explore the latest thinking from our network

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