Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.
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Improving Your Finances
In high- (or low-) tax years, retirees may have reason to flout the rules of thumb on withdrawal sequencing.
5-Point Retirement Portfolio Checkup
Savers and retirees alike can turn to our portfolios for ideas about asset allocation, benchmarking, and specific investments, says Christine Benz.
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In Retirement Portfolio Planning
Investors may consider gifting the money or steering it into tax-managed or tax-efficient investments, says Morningstar's Christine Benz.