3 Tax-Efficient Bucket Portfolios for Retirees
Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.
Note: The following is part of Morningstar's 2019 Portfolio Tuneup week. A version of this article appeared on March 2, 2017.
One of the easiest things you can do to improve your portfolio's take-home return is to pay attention to tax efficiency, and it's arguably never been more important.
Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.