How to generate regular income from mutual funds? | What is SWP?

Plan a perfect retirement by understanding how to withdraw optimally from your corpus. Watch this episode of Investors’ Hangout.

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Here are the key takeaways:
- SWPs enable you to withdraw your investments gradually, which can safeguard your capital during market downturns by spreading out the impact of market fluctuations.
- An SWP is a good choice for retirees. It offers the flexibility to decide how much you want to withdraw, and the money is conveniently deposited directly into your bank account.
- When planning your SWP, consider factors like your corpus size, income needs, and dependency on the SWP for daily expenses.
- If the annual withdrawal falls within the 4-6% range, a conservative approach is to allocate one-third of your investments to equities.
- If you don't rely on SWP for your primary income, you can consider a higher equity allocation, say 75%.

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Chapters:
00:00 Introduction
00:35 What is an SWP?
03:57 What is the ideal equity allocation for an SWP?
09:23 What are the tax implications of an SWP in mutual funds?
11:15 SWP vs Annuity - Which is better?
12:54 Key Takeaways

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