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Investing Specialists

An Aggressive Tax-Efficient Portfolio for Retirees

Here is a model portfolio for younger retirees and pre-retirees or those with other income sources.

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I've written articles featuring several tax-efficient model portfolios over the years, which in turn have sparked many useful comments from readers.

Several of you noted that you'd like to see a greater focus on income production, while others quibbled with my recommendation of tax-managed funds for the portfolios' equity components. (More on this in a moment.) Others of you noted that you're looking to your portfolios for greater return potential than my conservative and moderate portfolios, each of which devoted less than 50% to stocks, could provide.

Christine Benz has a position in the following securities mentioned above: VTMGX. Find out about Morningstar’s editorial policies.