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Browsing Tag

equity funds

5 posts
PPersonal finance
How a 60-Year-Old Turned a $910,000 401(k) Rollover Into a $5,650 Monthly Paycheck Without Buying an Annuity
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How a 60-Year-Old Turned a $910,000 401(k) Rollover Into a $5,650 Monthly Paycheck Without Buying an Annuity

  • September 20, 2026
Quick Read A $910,000 IRA rollover can generate $5,650 monthly by blending five holdings across three yield tiers…
PPersonal finance
A $480,000 Bridge Portfolio That Quietly Pays a 60-Year-Old $3,200 a Month Until Social Security at 67
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A $480,000 Bridge Portfolio That Quietly Pays a 60-Year-Old $3,200 a Month Until Social Security at 67

  • June 6, 2026
Quick Read A $480,000 portfolio must hit an 8% yield to generate $3,200 monthly, requiring aggressive income tools…
PPersonal finance
How To Generate $4,000 a Month in Dividend Income and Push Retirement From “Getting By” to “Borderline Luxurious”
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How To Generate $4,000 a Month in Dividend Income and Push Retirement From “Getting By” to “Borderline Luxurious”

  • May 27, 2026
Quick Read Schwab Dividend Equity ETF (SCHD) requires $1.2–$1.4 million to generate $48,000 annual dividend income, the safest…
PPersonal finance
The Economic Times
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Smart Money Tip of the Week: What is the 25× rule and how can it help you retire early?

  • December 29, 2025
More and more people now want to retire early but very few of them know what it will…
PPersonal finance
Why this money manager says avoid direct investing route for mid- and small-caps
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Why this money manager says avoid direct investing route for mid- and small-caps

  • October 23, 2025
Both mid- and small-cap funds continue to attract strong investor flows. Mid-cap funds received ₹5,085 crore of net…
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