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Home>A Moderate Tax-Efficient Portfolio for Retirees

A Moderate Tax-Efficient Portfolio for Retirees

Morningstar Articles

Thu, 28 Feb 2013

"Don't let the tax tail wag the dog." That conventional wisdom is sound advice. For example, if you were considering adding exchange-traded funds to your taxable portfolio to improve its tax efficiency, those holdings should also make sense from an investment standpoint. At the same time, I can't h

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