Joe
2023-02-07 11:06老師，密卷1-11A答案里的這幾句話怎么理解？ 1.The dividend and interest income may be eligible for preferential tax treatment depending on the composition of the portfolio. 2.The $400,000 in short-term losses should be evaluated for possible sale prior to year-end. The losses could be used to offset the $300,000 in realized short-term gains and half of the realized long-term gains while raising the cash needed to fund the planned withdrawal. 3.Any remaining long-term gain is subject to tax, typically at a rate lower than the investor's marginal income tax rate.
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
Johnny助教
2023-03-05 01:56
該回答已被題主采納
同學(xué)你好，
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