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Systematic Withdrawal Plans (SWP): What works & what doesn't
Episode 632

Systematic Withdrawal Plans (SWP): What works & what doesn't

Systematic Investment Plans or SIPs are a way for investors to systematically invest their money into mutual funds. Mutual funds also offer Systematic Withdrawal Plans or SWPs, which do the exact opposite. They help investors to systematically withdraw cash flows from their mutual fund investments, but there is no fixed or assured return. To tell us more about how systematic withdrawal plans work, we are joined by Kirtan Shah, who is the founder and CEO of Credence Wealth.

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Show Notes

Systematic Investment Plans or SIPs are a way for investors to systematically invest their money into mutual funds. Mutual funds also offer Systematic Withdrawal Plans or SWPs, which do the exact opposite. They help investors to systematically withdraw cash flows from their mutual fund investments, but there is no fixed or assured return. To tell us more about how systematic withdrawal plans work, we are joined by Kirtan Shah, who is the founder and CEO of Credence Wealth.

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