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Mutual Funds
With certain types of mutual funds, you can receive income from your investments while still allowing them the opportunity for capital growth.
Fidelity Income Replacement Funds
Income Replacement Funds combine professional investment management with a defined withdrawal strategy that seeks to convert your retirement savings into monthly payments, whether your income needs are shorter- or longer-term.
Fixed Income Funds
Fixed income funds make investments in municipal, taxable, and high-yield bonds, typically seeking to provide a high level of income, often with the potential for capital gain.
Money Market Funds
Money Market Funds can offer stability, liquidity and diversification to any portfolio. For those in higher tax brackets, municipal money market funds can provide federal and often state tax-free income - sometimes also free from exposure to the federal Alternative Minimum Tax.
Hybrid and Specialized Funds
Investing in assets such as bonds, dividend-paying stocks, and real estate in place of or in addition to equities, these funds seek income and continued capital growth.
Systematic Withdrawal Plan
A systematic withdrawal plan is a way to receive a stream of income from your savings by taking regular withdrawals from a diversified mix of investments.
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