Create a Lean, Mean Tax-Efficient Machine
Morningstar's Christine Benz discusses how to improve your take-home return by reducing the drag of unnecessary tax exposure.
Christine Benz: Hi, I'm Christine Benz and welcome back to the final session of our Morningstar Individual Investor Conference. This session is called "Create a Lean, Mean Tax-Efficient Machine," and that machine is your portfolio. I'll talk about how to use good tax management techniques to reduce the drag of taxes on your portfolio's return and improve your take-home return.
Before I get into my presentation, I just wanted to make a couple of quick notes.