Home
Storia in 1 fonti
Should senior citizens continue investing in equity mutual funds after retirement? Expert explains
A 60-year-old retiree sought guidance on whether she should continue investing in equity mutual funds after retirement. Experts say senior citizens can retain some equity exposure to beat inflation, provided regular expenses are covered through stable income sources. Aligning the portfolio, reducing overlap, and balancing SIPs with lumpsum investments remain key.
Raccontata da
economictimes.indiatimes.com
Timeline cronologica
- ·
How to rebalance mutual funds, FDs & PF investments before retirement? Expert shares roadmap
As retirement nears, an investor with a Rs 2.75 crore portfolio needs to rebalance. An expert advises consolidating mutual funds, shifting near-term goals to arbitrage funds, and…
- ·
Should senior citizens continue investing in equity mutual funds after retirement? Expert explains
A 60-year-old retiree sought guidance on whether she should continue investing in equity mutual funds after retirement. Experts say senior citizens can retain some equity exposure…
- ·
Nearing retirement and invested mostly in FDs? Expert shares diversification roadmap
As retirement nears, investors question diversifying beyond fixed deposits into equities. Experts advise it's never too late to adjust strategies, emphasizing diversification…