Fidelity T-SWP™ Class

Fidelity T-SWP™ Class gives investors tax-deferred growth and tax-efficient cash flow for non-registered investments. It does that by combining two popular Fidelity services –  Fidelity Capital Structure  and  Fidelity Tax Smart Withdrawal Program™  (Fidelity T-SWP™).  

Benefits of T-SWP Class

Fidelity T-SWP Class lets investors

  • receive sustainable amounts of tax-efficient monthly cash flow (available in a 5% or 8% cash flow option)
  • switch and rebalance investments without triggering capital gains tax
  • change a payout option without triggering capital gains tax
  • select from leading Fidelity investment mandates in CDN$, including Fidelity Managed Portfolios
  • select from nine investment mandates in US$, providing cash flow to cover regular US$ expenses
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