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Retirement Planning: The Power of SWPs
There's only one thing that retirees want: a steady source of income that beats inflation. It really isn't too much to ask for. But most people go looking in the wrong places for this simple solution.
Join us for an interactive conversation where we unlock the power of SWPs. A Systematic Withdrawal Plan will help you generate a stable, tax-efficient source of income. Most importantly, SWPs give you full control of your retirement savings and can help you beat inflation in the long run!
Speaker:
Samyuktha Vibhu, Principal Fixed Income Strategist
Date: 15th June 2024, Saturday
Time: 12 PM - 1 PM IST
Registration link: bit.ly/3KFVrHL
#retirementplanning #SystematicWithdrawalPlan #swp #retirees #inflation #taxefficient #retirementsavings #webinar #FINESSE #ithought
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00:00 Introduction
02:07 The essence of retirement planning
04:43 What do retirees prefer?
05:48 Why don't they like mutual funds?
08:46 Can SWP beat FD return and pension schemes?
13:39 How can I make SWP work for me?
15:09 1 crore: unlocking the power of SWP
18:41 Taxation and tax benefits of SWP
21:32 You need a little bit of everything
23:22 Your retirement portfolio
26:29 M2W program
29:09 A flavour of Finesse
29:45 Q&A
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ithought is a SEBI Registered Investment Advisor (INA200004276). We offer investment advisory services on mutual funds, financial planning services, and portfolio management services (PMS). To know more about who we are, and what we do, visit our website: ithought.co.in/ or book your appointment.
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For general enquiries, reach us at:
Phone: +91 95000 27285
Email: info@ithought.co.in
WhatsApp: wa.me/919500027285
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At ithought, we let you focus on what matters to you, while we cut the clutter to provide customized solutions for your financial needs. We are a customer-centric organization dedicated towards helping you meet your wealth creation objectives.
We take our fiduciary responsibility as a SEBI registered investment advisor very seriously. We value transparency, integrity, and discipline when it comes to developing investment advice. Towards this end, we are committed to running a fee-only practice.
Our evolving investment process focuses on delivering sustainable long-term returns. We are methodical and steadfast in our approach. Each investment advice is backed by solid research, conviction, and is customized to suit your profile.
For More details contact: +919500027285 or mail: info@ithought.co.in
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Disclaimer: The Video Content has been made available for informational and educational purposes only. This Video Content is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.
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