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JULY 30, 2001
SPECIAL REPORT -- HOW TO RETIRE
TAXABLE ACCOUNT
EXCHANGE-TRADED FUNDS, INDEX FUNDS
Low turnover makes them tax-efficient.
I-BONDS
These savings bonds defer interest payments.
LONG-TERM POSITIONS IN INDIVIDUAL STOCKS
You get the benefit of the long-term capital-gains rate when you sell.
MUNICIPAL BONDS/FUNDS
Already tax-exempt.
TAX-MANAGED FUNDS
These funds are operated with an eye toward minimizing taxes.
TAX-DEFERRED ACCOUNT
ACTIVELY MANAGED FUNDS
They distribute taxable gains from the sale of profitable stocks after adjusting for losses.
ACTIVELY TRADED SECURITIES
You avoid paying capital-gains taxes when you sell a profitable security.
TAXABLE BONDS/FUNDS
Most of their returns are in the form of taxable annual interest payments.
TIIS (TREASURY INFLATION-INDEXED SECURITIES)
Adjustments made to principal are taxable but don't produce cash.
Data: Morningstar, BusinessWeek
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Copyright 2001 , by The McGraw-Hill Companies Inc. All rights reserved.
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