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Investing Specialists

Confronting Retirement in a Low-Yield World

With required minimum distributions on the horizon, this portfolio gets a remix to tee up distributions and improve tax efficiency.

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Editor's note: This article is part of Morningstar's 2017 Portfolio Makeover Week.

In many respects, Stephen and Diane exemplify the brave new world of retirement.

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