Tax-smart investment solutions are an important – and beneficial – part of your financial plan.
Tax-smart retirement cash flow
Once you enter retirement, your needs may change. It’s important to have a plan for accessing your non-registered savings tax-efficiently.
That’s where Fidelity’s T-SWP and T-SWP Class can help. Both offer you the ability to develop customizable and sustainable tax-efficient cash flow solutions.
Lifetime cash flow
• Create a plan to generate the right amount of cash flow from your savings.
• Ensure that cash flow is tax-efficient, so it has a better chance of lasting for as long as you need it, and manage the amount of tax you currently pay.
Fidelity's T-SWP and T-SWP Class are designed to provide:
• tax-efficient monthly cash flow
• the ability to tailor the level of cash flow you need
• the flexibility to rebalance your portfolio tax-efficiently with T-SWP Class
• the option to adjust cash flow or turn it on and off, according to your cash flow needs
Transfer savings to a spouse, next of kin and/or charity in a tax-smart way by
• working with your financial advisor
• using Fidelity’s tax-efficient solutions