Systematic withdrawal plan

Systematic Withdrawal Plan
is offered to clients of financial institutions whereby investors receive payments from there invested money at specified and regular time periods.
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Systematic withdrawal plans also offer tax advantages. With a systematic withdrawal plan, withdrawals are made from capital. As such, long-term gains are paid at a lower tax rate.

Systematic withdrawal plan: Plans offered by mutual fund companies that allow unit holders to receive payment from their investment at regular intervals.
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Systematic Withdrawal Plan (SWP): A program which permits shareholders to have a specified amount automatically redeemed either monthly, quarterly, semi-annually or annually, and paid per the shareholder's instructions.

Systematic withdrawal plan
A provision of certain mutual funds to pay out to the shareholder specified amounts after specified periods of time.

Some asset management account offer periodic investment programs which allow for automatic purchases of mutual funds on a regular basis to take advantage of the power of dollar cost averaging, dividend reinvestment plans, systematic withdrawal plans ...

1) A payment structure arranged with a mutual fund in which the investor receives a set amount of funds from the fund on a periodic basis. This is also called a "systematic withdrawal plan".

If you have a nonqualified deferred annuity, you have a choice of annuitizing, taking a lump sum, setting up a systematic withdrawal plan, or arranging some other payout method that the contract allows.

Systematic Withdrawal Plan (SWP)
Regular automatic redemption of a specified amount of money or specified number of shares from a mutual fund account.
-T- Tax Deferred
Postponement of payment of taxes until a future time.

See also: Withdrawal plan, Offer, Fund, Mutual Fund, Investment