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Don’t forget tax diversification

Choosing the right, tax-smart combination of sources for retirement assets is an important factor in long-term investing success.

Advisers, plan sponsors and investment gurus preach diversification as a critical factor in investor success. To maximize the return on your portfolio, the argument goes, it's crucial to maintain a proper asset allocation aligned with one's risk tolerance.

But in emphasizing diversification onl

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Guidelines for three different groups of workers on choosing a tax-smart combination of sources for retirement savings.

Don’t forget tax diversification

Choosing the right, tax-smart combination of sources for retirement assets is an important factor in long-term investing success.

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