Retirement (35 articles)

This article gives you a glimpse of how the power of compounding creates a multi-crore portfolio in retirement.
Published: 28 May 2023
3 MIN READ

This article shows how to combine dividends from an equity portfolio with pension plans to get guaranteed income for life.
Published: 14 May 2023
7 MIN READ

This article explains how retirees should allocate their investments between equity, debt and cash buckets for their post-retirement portfolio.
Published: 8 March 2023
4 MIN READ

This article explains how to create a target date fund to simplify retirement planning in India.
Published: 1 March 2023
12 MIN READ

This article introduces the concept of the target date fund and explains why they are a good option for retirement planning.
Published: 26 February 2023
7 MIN READ

This article shows you the total expected returns for your retirement portfolio from the day you start investing for retirement to the day you stop drawing down from it.
Published: 11 December 2022
10 MIN READ

This article discusses a quick thumb rule for retirement corpus estimation that you can do today.
Published: 12 October 2022
6 MIN READ

This article shows how much you can withdraw from an equity mutual fund if you have a pension plan as well in retirement.
Published: 9 October 2022
10 MIN READ

We examine the results of running a long-term SWP in index funds for retirement.
Published: 28 September 2022
7 MIN READ

We discuss if it is a good idea for conservative NRI investors to create a retirement portfolio in India only with safe and risk-free investment options.
Published: 25 September 2022
10 MIN READ

This article shows that if you decide to retire today, how long will the corpus last realistically based on real rates of return.
Published: 18 September 2022
9 MIN READ

This article shows the maximum withdrawal in SWP form that you can take out from a retirement portfolio to make it last 30 years.
Published: 4 September 2022
8 MIN READ

This article shows the steps to set up an investment portfolio for retirees with the help of their children.
Published: 17 August 2022
13 MIN READ

This article shows a simple retirement and review plan that anyone can follow in a step-by-step manner.
Published: 3 August 2022
11 MIN READ

This article talks about if investors should go with NPS for retirement planning or look at other options which give them more control.
Published: 20 July 2022
8 MIN READ

This article provides guidance on choosing the right combination of equity and debt along with an allocation plan for NPS subscribers.
Published: 22 June 2022
7 MIN READ

The article investigates if you can retire in India with only 25x your expenses saved as retirement corpus.
Published: 19 June 2022
8 MIN READ

This article shows you an easy step-by-step way to start retirement planning.
Published: 13 April 2022
9 MIN READ

This article shows you an easy way to calculate the equity allocation for your retirement corpus.
Published: 10 April 2022
11 MIN READ

60% of the NPS corpus needs to be invested at maturity with other retirement funds as a lump sum. This post shows how.
Published: 6 March 2022
9 MIN READ

What should you do if there is a fall in your NPS corpus just before retirement at 60? This post details the problems and shows how to remediate the risk.
Published: 24 February 2022
14 MIN READ

This post uses goal-based investing principles to keep investors on track for their retirement goals.
Published: 13 September 2021
5 MIN READ

This post answers a common question asked by investors regarding investing for retirement.
Published: 10 September 2021
29 MIN READ

This post deals with a situation where a middle aged salaried employee is forced to retire due to changing workplace situations.
Published: 6 September 2021
6 MIN READ

This post shows a worked-out example for someone starting their career to plan for FIRE.
Published: 24 August 2021
7 MIN READ

This post shows an easy way to estimate your expenses in retirement/FIRE as the first step in knowing how much you need to target as a retirement corpus.
Published: 23 August 2021
8 MIN READ

This post explores the pros and cons of keeping money only in fixed income throughout retirement
Published: 18 August 2021
7 MIN READ

This post stress-tests the corpus accumulated to support your desired post-retirement expenses
Published: 6 August 2021
4 MIN READ

This post estimates the retirement corpus to reach a target spending figure and how to save for it
Published: 5 August 2021
6 MIN READ

This post describes suitable debt instruments for both pre and post-retirement investing: Provident fund, PPF, Sukanya Samriddhi, FD/RD, NCD, pension plans, RBI bonds, post office and SCSS.
Published: 29 July 2021
12 MIN READ

This post shows how to reach a goal without saving throughout the time horizon of the goal
Published: 27 July 2021
6 MIN READ

This is the impact of adding a pension plan to your retirement plan.
Published: 1 July 2021
5 MIN READ

How to get inflation-indexed income in retirement using dividends.
Published: 23 June 2021
7 MIN READ

This post shows how to use the bucket theory of asset allocation to create your FIRE portfolio.
Published: 22 June 2021
4 MIN READ

Use the bucket theory of asset allocation to create a simple and stress-free retirement portfolio.
Published: 21 June 2021
6 MIN READ
⬆️ Back to top