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Tankrich

Systematic Withdrawal Plan

A tool for retirement

Oct 09, 2024
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In March 2024, wrote about a hypothetical case of an NRI Indian investor retiring using Systematic Withdrawal Plan (SWP) in mutual funds. I cherry picked the worst time to invest in last two decades and showed even with such a bad timing if the markets grew then retirement would not be impacted. A couple of friends pointed out that there were few flaws…

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