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How do I start a systematic withdrawal plan?

Only after assessing your complete financial situation, one can decide whether you should invest in a mutual fund and set up a systematic withdrawal plan or SWP to draw a regular income. Please be very careful about deploying your retirement corpus. Remember, you should not take any unwanted risks after retirement.

Are mutual fund withdrawals taxable?

Distributions and your taxes If you hold shares in a taxable account, you are required to pay taxes on mutual fund distributions, whether the distributions are paid out in cash or reinvested in additional shares. The funds report distributions to shareholders on IRS Form 1099-DIV after the end of each calendar year.

Is SIP included in income tax?

SIPs can be one of the best tax-saving instruments with high returns on your investments. You can claim a deduction of up to Rs. 1.5 lakh from your taxable income for investing in ELSS through SIPs under Section 80(C) of The Income Tax Act, 1961.

When should I start SWP?

If an investor has a sizeable lump sum amount to invest for instant regular withdrawal, opt for SWP as soon as the investment is made. However, it is advisable that investors should start an SWP in their equity scheme at least one year after the investment to save on the short term capital gains tax of 15%.

How do I open a systematic withdrawal plan?

You should seek the help of a reliable mutual fund advisor to invest your retirement corpus. Only after assessing your complete financial situation, one can decide whether you should invest in a mutual fund and set up a systematic withdrawal plan or SWP to draw a regular income.

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