Rekenthaler Report

The 3-Fund Portfolio: Reader Follow-Up

John Rekenthaler

The Tax Man
Last week's column profiled Taylor Larimore’s recommended three-fund portfolio, which consists of three Vanguard offerings: Total Stock Market Index (VTSAX), Total International Stock Index (VTIAX), and Total Bond Market Index (VBTLX). That article generated a barrage of emails, most of which involved proposed modifications and comments about taxes.

About the latter, Rudy Nessel inquires, “How would I split my investments between taxable and IRA accounts?”

John Rekenthaler has a position in the following securities mentioned above: BRK.B. Find out about Morningstar's editorial policies.

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