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A Moderate Tax-Efficient Portfolio for Retirees

Morningstar Articles

Fri, 28 Feb 2014

Note: This article is part of Morningstar's February 2014  Tax Relief Week  special report. A version of this article appeared Feb. 28, 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 tax

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