A tax-efficient monthly cash flow service
T-SWP lets you:
- Enjoy a high level of monthly cash flow from your non-registered investments
- Defer tax
- Participate in the growth potential of mutual funds
T-SWP allows you to defer taxes until you redeem the investment, thanks to the unique structure of its
monthly distributions, which don't require unit redemptions. The cash-flow distributions consist primarily of
"return of capital", which is part of your original investment and not subject to tax.
Each month, you will receive a target level of cash flow as a percentage of the fund's market value (5% or 8%).
And compared to other ROC services, Fidelity offers more stable cash flow.
That's why Fidelity T-SWP can be the ideal service for meeting your cash flow needs.
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