How to create tax-efficient income in retirement

April 13, 2015 12:06 PM

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And that's an especially important phrase to live by in retirement. During your golden years, when income might be scarce, you ought to draw money from your various investment accounts in the most tax-efficient manner possible. Otherwise, you risk spending less on your lifestyle and more on taxes for Uncle Sam.

"I think 'tax alpha' is one of the most overlooked aspects of investing," says David Blanchett, the head of retirement research for Morningstar Investment Management in Chicago and co-author of Alpha, Beta, and Now…Gamma. "Too many investors focus on picking great funds without understanding how tax...

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