Investing Specialists

Tax-Efficient Bucket Portfolios for Vanguard Investors

Christine Benz

Note: This article was updated on Sept. 24, 2018.

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