Fri, 27 Feb 2015
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A flexible withdrawal strategy, diversification across account types, and targeted Roth conversions can limit the tax drag for retirees , says Morningstar's Christine Benz .
Morningstar's Russ Kinnel and Christine Benz highlight a more conservative, all-weather fund; a high-quality dividend-payer; and a higher-risk but well-managed bond fund as solid choices for an IRA .
Investors may consider gifting the money or steering it into tax-managed or tax-efficient investments, says Morningstar's Christine Benz .
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