As stock market returns rise, more individuals are transitioning to direct stock investing from mutual funds. While this can ...

A number of Morningstar 500 funds had positive return gaps, meaning investors earned better returns than the official returns ...

Thanks to a new rule from the IRS, up to $35,000 in unused funds in a 529 plan can be rolled over into a Roth IRA per beneficiary in a lifetime. This allows families to use unused funds to help ...

Traditional IRA accounts and 401(k) plans each carry the same tax structure. Until their contribution limits are reached—in ...

Holding MF units in demat form is extremely disadvantageous. However, the only way to gift MF units to someone is through the ...

Learn how contributions to your health savings account (HSA) can be tax deductible, helping you save on healthcare expenses ...

Exchange-traded funds can help reduce annual tax bills for investors relative to mutual funds. ETF managers can generally ...

Investing in liquid mutual funds has several advantages, especially for those looking to balance liquidity and returns: ...

Sebi's Ashwani Bhatia said India's F&O volumes are the largest globally, but F&O cannot be a national pastime. Investors ...

Bhatia adviced first-time retail investors to enter the stock market through the mutual fund route or through direct investing, instead of the futures and options route.

After the implementation of two-pot, this once-off allowable withdrawal may be made from the preservation fund’s vested pot.

When a mutual fund investor dies, there are certain provisions that ensure that the legal heirs or nominees can claim the ...