A systematic withdrawal plan (SWP) in Mutual Funds offers a strategic way to access funds from your mutual fund investments without liquidating your entire portfolio. Basically, it works in reverse of ...

Recent changes to the National Pension System have made the product more flexible, allowing higher lump-sum withdrawals and ...

You’ve spent most of your adult life planning and saving for retirement. Then, when the day comes, and you make the call to finally retire, your entire thought process needs to change. Instead of ...

NEW YORK (Reuters) - U.S. fund investors stripped the most cash from U.S.-based mutual funds in more than three years in the latest week, Investment Company Institute (ICI) data showed on Wednesday, ...

For equity mutual funds, LTCG applies if you hold the investment for more than 12 months. In that case, gains above Rs 1.25 ...

The Great Wealth Transfer has begun: Cerulli Associates reports that baby boomers are set to leave a collective $105 trillion to their heirs by 2048, making Millennials and Gen Z much wealthier in the ...

Exchange-traded funds have amassed trillions of dollars by offering investors greater tax efficiency, liquidity and lower costs than mutual funds. Now, a looming regulatory shift is poised to bring ...

Need $1,000 to cover an unexpected expense? Starting this year, you may be able to withdraw the money from your 401(k) with relative ease. New rules make it easier to tap your retirement account for ...