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3 ETF Retirement Saver Portfolios for Taxable Accounts
Composed of broad-market equity ETFs and smaller allocations to municipal bonds, these portfolios are designed for retirement savers’ taxable accounts.
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Vanguard-total-international-stock
Morningstar-lifetime-allocation-indexes
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Vanguard-total-stock-market
Vanguard-tax-exempt-bond
Shares-short-term-national-muni-bond
Tax-Efficient Retirement-Saver Portfolios for Vanguard Investors
A mix of tax-managed, index, and munis should reduce the drag of taxes on all-Vanguard portfolios for accumulators.
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Morningstar-medalist
Morningstar-analyst-ratings
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Vanguard-tax-managed-capital-appreciation
Vanguard-tax-managed-small-cap
Vanguard-intermediate-term-tax-exempt
Vanguard-tax-managed-capital
Vanguard-tax-managed-small
Tax-Efficient Retirement-Saver Portfolios for Minimalist Investors
These streamlined portfolios are designed to reduce investors’ oversight responsibilities and the drag of taxes.
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Morningstar-medalist
Morningstar-lifetime-allocation
Aggressive-portfolio
Morningstar-lifetime-allocation-indexes
Social-security
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Bond-mix
Vanguard-total-stock-market
Fidelity-intermediate-municipal-income
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