Withdrawal Plan

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Dictionary Says

Definition of 'Withdrawal Plan'

1) A payment structure arranged with a mutual fund in which the investor receives a set amount of funds from the fund on a periodic basis. This is also called a "systematic withdrawal plan".

2) Any strategy in which an investor liquidates a portion of their portfolio and extracts cash periodically, such as an investor selling equity shares every year to help supplement their retirement.
Investopedia Says

Investopedia explains 'Withdrawal Plan'

1) This type of arrangement with a mutual fund affords the investor an income stream during their retirement years while also maintaining exposure to further growth by keeping their remaining funds invested in the mutual fund for as long as possible.

2) Once an investor has finished the accumulation phase, most generally prefer to structure their spending so that their funds will last for an extended period of time. This can be done by managing a portfolio and periodically selling assets, investing in income-producing securities, purchasing an annuity, etc.
Search results for

'Withdrawal Plan'

  • Will A Systematic Withdrawal Plan Work For You?

    http://www.investopedia.com/articles/retirement/09/systematic-withdrawal-plan-work-for-you.asp
    Will A Systematic Withdrawal Plan Work For You? ...

  • Strategies For Withdrawing Retirement Income

    http://www.investopedia.com/articles/retirement/08/systematic-withdrawal.asp
    ... Systematic Withdrawal Plan (SWP) Systematic withdrawal allows a shareholder
    to withdraw money from an existing mutual fund portfolio. ...

  • I made involuntary contributions to a retirement plan while ...

    http://www.investopedia.com/ask/answers/05/InvoluntaryContributions.asp
    ... Feedback. I made involuntary contributions to a retirement plan while temporarily
    employed. Can I withdraw these funds without penalty? ...

  • 3 Ways To Make Your Retirement Funds Last

    http://www.investopedia.com/articles/retirement/09/three-methods-income-generation.asp
    ... (For ideas on how to beat inflation, see Curbing The Effects Of Inflation.); Systematic
    Withdrawal Plan (SWP) A systematic withdrawal plan provides more ...

  • Tuition Insurance Takes Sting Out Of Withdrawal

    http://www.investopedia.com/articles/pf/08/tuition-insurance.asp
    ... of the school, cost of tuition and school's pattern of withdrawal can influence ... of
    2008, 200 colleges were using the company's tuition refund plan, along with ...

  • Should You Borrow From Your Retirement Plan?

    http://www.investopedia.com/articles/retirement/05/RetirementLoan.asp
    ... Taking a Loan Vs. Making a Withdrawal If you do take a loan from your retirement
    plan you are, in fact, removing a portion of your balance. ...

  • I have a profit-sharing plan with my former employer. I am now ...

    http://www.investopedia.com/ask/answers/10/profit-sharing-down-payment.asp
    ... from a profit-sharing plan before the qualifying age, you may be able to avoid the
    penalty by meeting the withdrawal exception(s) for your company's plan. ...

  • Top 10 Tips For A Financially Safe Retirement - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/0910/Top-10-Tips-For-A-Financially-Safe-Retirement.aspx
    ... can't get your money back from an annuity once it starts paying out, you might simply
    put the money in an investment account with a systematic withdrawal plan. ...

  • Top 10 Tips For A Financially Safe Retirement

    http://www.investopedia.com/articles/retirement/10/10-tips-for-safe-retirement.asp
    ... can't get your money back from an annuity once it starts paying out, you might simply
    put the money in an investment account with a systematic withdrawal plan. ...

  • Tough Times: Should You Dip Into Your Qualified Plan?

    http://www.investopedia.com/articles/retirement/03/043003.asp
    ... 6. In-Service Withdrawal: Unless the plan is a money-purchase plan, it may allow
    employees to receive distributions before experiencing a triggering event. ...

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