努同學(xué)
2024-02-15 20:37第六題,retirement account不是養(yǎng)老金賬戶嗎,不應(yīng)該是tax-defferal 的嗎
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個回答
Johnny助教
2024-02-15 21:12
該回答已被題主采納
同學(xué)你好,文中說了Acor will recommend changing the asset location of high-dividend-paying equities that Banuq owns from a taxable account to a retirement account with tax-free earnings and withdrawals。因此這里非常明確地說了把高股利的股票放入一個免稅的退休賬戶中,既然說了是免稅,那就不是TDA,而是tax-avoidance
