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