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 ...

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

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

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 ...

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

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 ...

“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 ...

It’s current offering of mutual fund schemes includes ... Plan-Payout of Income Distribution cum capital withdrawal? The Mirae Asset Tax Saver Fund -Direct Plan-Payout of Income Distribution ...