GreyWolf Wealth Management Group’s Post

Corporate class mutual funds are still a smart tax play for your clients’ portfolios, even after the elimination of tax-deferred fund switching. Manulife Investment Management’s John Natale explains how these funds continue to offer tax advantages, such as pooling expenses and capital losses across multiple funds, and avoiding the distribution of high-tax-income sources like interest and foreign dividends. Advisors, revisit this strategy to enhance your clients’ tax efficiency and provide tailored solutions that preserve more of their earnings. https://hubs.ly/Q02_R54Z0 #CorporateClassFunds #TaxEfficiency #Manulife #InvestmentStrategy #WealthManagement #FinancialPlanning

Corporate class mutual funds are still a smart tax play for your clients’ portfolios, even after the elimination of tax-deferred fund switching. Manulife Investment Management’s John Natale explains how these funds continue to offer tax advantages, such as pooling expenses and capital losses across multiple funds, and avoiding the distribution of high-tax-income sources like interest and foreign dividends. Advisors, revisit this strategy to enhance your clients’ tax efficiency and provide tailored solutions that preserve more of their earnings. https://hubs.la/Q02_lctS0 #CorporateClassFunds #TaxEfficiency #Manulife #InvestmentStrategy #WealthManagement #FinancialPlanning

Corporate class mutual funds are still a smart tax play for your clients’ portfolios, even after the elimination of tax-deferred fund switching. Manulife Investment Management’s John Natale explains how these funds continue to offer tax advantages, such as pooling expenses and capital losses across multiple funds, and avoiding the distribution of high-tax-income sources like interest and foreign dividends. Advisors, revisit this strategy to enhance your clients’ tax efficiency and provide tailored solutions that preserve more of their earnings. https://hubs.la/Q02-VzZ00 #CorporateClassFunds #TaxEfficiency #Manulife #InvestmentStrategy #WealthManagement #FinancialPlanning

Corporate class mutual funds are still a smart tax play for your clients’ portfolios, even after the elimination of tax-deferred fund switching. Manulife Investment Management’s John Natale explains how these funds continue to offer tax advantages, such as pooling expenses and capital losses across multiple funds, and avoiding the distribution of high-tax-income sources like interest and foreign dividends. Advisors, revisit this strategy to enhance your clients’ tax efficiency and provide tailored solutions that preserve more of their earnings. https://hubs.la/Q02-jw6d0 #CorporateClassFunds #TaxEfficiency #Manulife #InvestmentStrategy #WealthManagement #FinancialPlanning

For many, the elimination of the tax-deferred fund switching benefit means that corporate class mutual funds no longer offer any tax advantages. However, that is simply not true. Their unique structure can help reduce taxable distributions, avoid the least tax-efficient type of income (i.e., interest and foreign dividends) being distributed, and potentially convert these 2 income types to capital gains which you can defer until you sell. Thank you to Wealth Professional Canada Magazine for the opportunity to highlight these enduring tax benefits that can significantly boost a client’s after-tax returns.

Corporate class mutual funds are still a smart tax play for your clients’ portfolios, even after the elimination of tax-deferred fund switching. Manulife’s John Natale explains how these funds continue to offer tax advantages, such as pooling expenses and capital losses across multiple funds, and avoiding the distribution of high-tax-income sources like interest and foreign dividends. Advisors, revisit this strategy to enhance your clients’ tax efficiency and provide tailored solutions that preserve more of their earnings. https://hubs.la/Q02Zh9NT0 #CorporateClassFunds #TaxEfficiency #Manulife #InvestmentStrategy #WealthManagement #FinancialPlanning

Corporate class mutual funds are still a smart tax play for your clients’ portfolios, even after the elimination of tax-deferred fund switching. Manulife Investment Management’s John Natale explains how these funds continue to offer tax advantages, such as pooling expenses and capital losses across multiple funds, and avoiding the distribution of high-tax-income sources like interest and foreign dividends. Advisors, revisit this strategy to enhance your clients’ tax efficiency and provide tailored solutions that preserve more of their earnings. https://hubs.la/Q02_125M0 #CorporateClassFunds #TaxEfficiency #Manulife #InvestmentStrategy #WealthManagement #FinancialPlanning

Corporate class mutual funds are still a smart tax play for your clients’ portfolios, even after the elimination of tax-deferred fund switching. Manulife’s John Natale explains how these funds continue to offer tax advantages, such as pooling expenses and capital losses across multiple funds, and avoiding the distribution of high-tax-income sources like interest and foreign dividends. Advisors, revisit this strategy to enhance your clients’ tax efficiency and provide tailored solutions that preserve more of their earnings. https://hubs.la/Q030lz_B0 #CorporateClassFunds #TaxEfficiency #Manulife #InvestmentStrategy #WealthManagement #FinancialPlanning

Corporate class mutual funds remain a powerful tool for tax-conscious investors, even in the face of changes to tax-deferred switching. John Natale, Head of Tax at Manulife, highlights their key advantages, from pooling expenses to avoiding tax-inefficient income types. Advisors should rethink these funds as a strategic advantage for clients seeking optimal after-tax returns. Explore how corporate class mutual funds can enhance your clients' portfolios today! https://hubs.la/Q02Zgz_T0 #TaxEfficiency #CorporateClassFunds #InvestmentStrategy #WealthManagement

Corporate class mutual funds are still a smart tax play for your clients’ portfolios, even after the elimination of tax-deferred fund switching. Manulife’s John Natale explains how these funds continue to offer tax advantages, such as pooling expenses and capital losses across multiple funds, and avoiding the distribution of high-tax-income sources like interest and foreign dividends. Advisors, revisit this strategy to enhance your clients’ tax efficiency and provide tailored solutions that preserve more of their earnings. https://hubs.la/Q02Zb5k90 #CorporateClassFunds #TaxEfficiency #Manulife #InvestmentStrategy #WealthManagement #FinancialPlanning