4.3M
ENWant to save big on taxes in retirement?
Comment “SWP”
With a 5 crore corpus, choosing the right investment strategy could save you 50-60 lakhs in taxes!
Let's break it down:
🔹 Pension Plan (e.g., LIC):
1. Annual earnings: ₹40 lakhs (8% return)
2. Tax: ₹12 lakhs per year, consistently
🔹 SWP in Debt Funds:
1. Annual earnings: ₹40 lakhs
2. Tax: Only ₹1 lakh per year (If you withdraw ₹3.2 Annually)
(Tax is based on withdrawals, making it much more tax-efficient)
In just 5 years, that's a ₹50 lakh difference in taxes. SWP in debt funds helps you grow your wealth and save taxes effectively. 💸 |
Key Takeaways:
✅ 5 crore corpus, 8% return = ₹40 lakhs annually
✅ Pension plans/FDS → High tax burden
✅ SWP → Pay taxes only on withdrawals, saving more over time
Maximize your wealth and reduce your tax burden with SWP. 💸
Comment “SWP”
To connect with Enrichwise and start optimizing your retirement strategy today! 👇
Contact details are in the pinned comment.
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Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully. This content is for educational purposes only.
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