NO.PZ201805280100000303
问题如下:
The broker suggests that Young rebalance her $5.5 million money market account and the $3.0 million tax-deferred retirement account periodically in order to maintain their targeted allocations. The broker proposes the same risk profile for the equity positions with two potential target equity allocations and rebalancing ranges for the two accounts as follows:
■ Alternative 1: 80% equities +/– 8.0% rebalancing range
■ Alternative 2: 75% equities +/– 10.7% rebalancing range
解释:
如果这题我回答的角度是 money market account is a taxable account, tax brings additional cost for rebalance, so need wider rebalance range
对吗?