• / Free eNewsletters & Magazine
  • / My Account
Home>3 Tax-Efficient 'Bucket' Portfolios for Retirees

3 Tax-Efficient 'Bucket' Portfolios for Retirees

Morningstar Articles

Thu, 26 Feb 2015

Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.

Related Videos

  1. Top Investment Ideas for Retirement

    Retirement Readiness Bootcamp Part 5: Morningstar strategists share their top fund, ETF, and dividend stock picks to fill your retirement portfolio .

  2. Top Funds for Tax-Efficient Bucket Retirement Portfolios

    Tax-managed, index, and municipal-bond funds from Fidelity and Vanguard are among the best options for investors looking to minimize the tax drag on their portfolios, says Morningstar's Christine Benz.

  3. Cream of the Crop: Our Favorite Funds in All Flavors

    Morningstar's Russ Kinnel, Sarah Bush, and Christine Benz highlight their top fund picks for domestic and foreign equity, core bond, inflation-protected securities, and much more.

  4. Bogle on Fund Industry Progress and Imperfections

    The Vanguard founder offers his thoughts on the need for money fund reform, the dilemmas with retirement planning and savings, the fiduciary duty of fund managers, and much more, in this video exclusive to Premium Members.

©2017 Morningstar Advisor. All right reserved.