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Investing Specialists

Tax-Efficient Bucket Portfolios for Vanguard Investors

The indexing giant's topnotch tax-managed, index, and municipal-bond funds make tax-friendly portfolios a cinch.

Mentioned: , , , , , , , , ,

Editor's note: These portfolios were updated on June 10, 2019.

For retired investors in tax-deferred accounts, I've developed model bucket portfolios using Vanguard's lineup. In this portfolio series, tax efficiency takes center stage, with three bucket retirement portfolios geared toward Vanguard investors' taxable accounts.

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