倪同學(xué)
2023-04-16 16:31老師好！想再確認(rèn)一下，對(duì)于投資期限比較長的股票投資，其應(yīng)放在TEA中還是Taxable中？按照J(rèn)cy老師的課程講解，TDA似乎不可能是最優(yōu)解，因?yàn)橥顿Y期限長的股票投資，最終一旦退出，tax withdraw稅率會(huì)比較高。那么TEA和Taxable兩者該如何比較呢？
所屬：CFA Level III > Private Wealth Management 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個(gè)回答
Johnny助教
2023-04-18 16:33
該回答已被題主采納
同學(xué)你好，原版教材描述如下：
While it suggests that taxable bonds should be held in a tax-exempt account and that equities (given the preferential tax rate applied to capital gains) should be held in the taxable account, investors with a long investment horizon or that have higher turnover equity strategies may find that putting equities in the tax-exempt account results in better after-tax returns.
課稅債券應(yīng)該放在TEA中，股票放在taxable account中。如果投資者的投資期限很長，或者他的股票投資周轉(zhuǎn)率會(huì)很高，那么就應(yīng)該把股票放在TEA中。那根據(jù)官方結(jié)論，投資期限長的股票應(yīng)該放在TEA中
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