NO.PZ202212280100005201
问题如下:
(1) 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
Determine
which alternative best
fits each account.
选项:
解释:
老师你好,题目中的net of tax账户是after-tax的,我理解这是一个新的说法,说的是进来的钱已经扣税了?
我记得个人IPS里面讲到的1) taxable, 2) TDA, 3) TEA都假设钱进来是pre-tax的?