How Managed Payout Funds Work . Managed payout mutual funds are income funds that are designed to provide investors with equal and predictable monthly payments, similar to annuities but with some ...

Expect to see more managed payout funds soon, each with its own spin. Given the category’s tiny size — the funds hold just $835 million, less than the assets of a single typical fund — and ...

Managed-payout funds, having bounced back from an ill-timed start, are aimed at older investors who want a flow of income for spending. Skip to content Skip to site index.

If you’ve saved enough money to retire, congratulations. You’re far ahead of many others. Now your challenge is to make that money last. Some consumers use annuities, which are contracts sold ...

Consider Baron Retirement Income fund, which was designed to pay annual payouts of at least 4% of net assets per share. From its launch in mid 2008 through the end of that year, all of the 40-cent ...

Managed payout funds will never be a complete retirement-spending solution. But for retirees willing to look under the hood, they may prove useful as just one piece of the spending puzzle.

WITH LEGIONS OF baby boomers set to retire in the next few years, mutual fund companies are scrambling to find answers to a critical question: What's the best way for those newly freed from the ...

Kinnel: That's right.Don't worry about your 401(k) funds, your IRA, just your taxable account. Typically, these payouts are made mid-December, but it varies a little bit fund to fund.

But community foundations actually appear to have worse payout rates than commercial funds. In the latest report from the National Philanthropic Trust, the annual payout from advised funds at ...