Investing Specialists

An Overlooked Vehicle for Retirement Savings

Christine Benz

A version of this article originally published in August 2014.

You've crunched the numbers and determined that in order to retire on schedule, you've got to kick up your retirement-plan contributions. So, you've dutifully been making the maximum allowable company retirement plan and IRA deposits, and you've even begun saving for retirement in your taxable brokerage account.

Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.