Henry
2023-06-17 23:07為什么長(zhǎng)期持有放TDA賬戶
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
2023-06-20 03:23
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(zhǎng)，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(zhǎng)的股票應(yīng)該放在TEA中，畢竟經(jīng)年累月會(huì)產(chǎn)生很多capital gain，將其放入TEA就能避稅。而對(duì)于TDA，對(duì)于那些稅率較高的資產(chǎn)可以放入
0
0
0
0
