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Investing Specialists

A Moderate Tax-Efficient Portfolio for Retirees

This portfolio balances capital preservation with growth potential.

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"Don't let the tax tail wag the dog."

That conventional wisdom is sound advice. For example, if you were considering selling some winning investments in an effort to take advantage of currently low capital gains tax rates (which could go higher in 2013), that sale should also make sense from an investment standpoint.

Christine Benz has a position in the following securities mentioned above: VTMGX. Find out about Morningstar’s editorial policies.