You won’t pay taxes on dividends, capital gains distributions and capital gains from the sale of a mutual fund in a 401(k) or a traditional IRA until you withdraw the money after age 59 ½. Any ...

is a scheduled investment withdrawal plan that's typically used in retirement. An SWP can be structured in various ways. Mutual funds typically allow you to determine an SWP that includes interval ...

“Mutual funds are not inherently risky ... The general guideline here is a 4% withdrawal fee,” says Hamaski. If you go the financial adviser route, you’ll want to be sure you’re working ...

A money market account (MMA) is a specific type of savings account available through your bank or credit union. It is insured ...

Consistent underperformance of funds: Another good reason for redeeming your equity mutual fund investment is the consistent ...

And maybe you’ve already run through your emergency savings. I'm 49 years old and have nothing saved for retirement — what ...

Offered by mutual funds, an SWP allows investors to withdraw a fixed amount at regular intervals. This makes it an ideal ...

A Rs 3,00,000 one-time (lump sum) investment in a mutual fund may help get a monthly income of over Rs 52,000 for 30 years.

Eventually, you’ll want to sell your mutual fund shares to pay for your financial goals, such as making withdrawals during retirement. If you bought mutual funds with backend loads, you’ll ...

While considering investment options, investors tend to compare recurring deposits (RD) and mutual funds to determine the suitable option based on their financial goals. Both investments possess ...

The HSBC Liquid Fund Regular Weekly Reinvestment of Income Distribution cum Capital Withdrawal option has an AUM of 20307.45 crores & has delivered CAGR of 4.85% in the last 5 years. The fund has ...

Fund evaluation across critical parameters for better decision making. Study period is 3 years. Volatility represents the standard deviation of fund returns that is, how much the fund returns have ...