3 Tax-Efficient Funds For Income Investors

Core Insights - The article emphasizes that income investing is not solely for retirees, as younger investors can also benefit from focusing on income generation within their portfolios [1] - The author highlights the importance of a diversified investment strategy that includes high-quality dividend stocks, Business Development Companies, REITs, and Closed End Funds to enhance income while achieving total returns comparable to traditional index funds [1] Investment Strategy - A hybrid investment approach combining growth and income is proposed, which allows investors to capture total returns on par with the S&P 500 [1] - The strategy involves building a solid base of classic dividend growth stocks while incorporating other income-generating assets [1]