138****3784
2022-05-31 19:09原版書(shū)，第297， However, the tax-exempt fixed-income position has an embedded gain of $200,000 that would need to be realized to accomplish the rebalancing. The Lees’ adviser will need to assess the merits of incurring the capital gains tax liability in order to reinvest in the higher-returning strategy. embedded gain of $200,000是實(shí)現(xiàn)的income嗎
所屬：CFA Level III > Private Wealth Management 視頻位置 相關(guān)試題
來(lái)源： 視頻位置 相關(guān)試題
1個(gè)回答
Chris Lan助教
2022-06-01 09:44
該回答已被題主采納
同學(xué)您好
這里的意思是現(xiàn)實(shí)資本利得，因?yàn)閠ax-exempt fixed income他的cost basis是1.8M，而現(xiàn)在價(jià)值是2M，因此是產(chǎn)生了資本利得。這句話中的gain是指資本利得的意思。如果是利息會(huì)說(shuō)成income收益。
0
0
1
1
