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Investing Specialists

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.

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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. 

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