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ytong · 2022年04月18日

税基问题

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NO.PZ202109080300000107

问题如下:

The after-tax wealth in Kaminski’s tax-deferred account at the end of the five years will be closest to:

选项:

A.$1,122,041. B.$1,313,166. C.$1,402,552.

解释:

A is correct. The value of a tax-deferred account compounds using the pre tax returns and pays tax only when assets are withdrawn from the account. Kaminski withdraws the proceeds at the end of her five-year holding period.The value of the assets withdrawn from the tax-deferred account is calculated as follows:

FV = PV × (1 + R)n × (1 − t),

where R is the portfolio pretax return.

FV = $10,000,000 × (1 + 0.07)5 × (1 − 0.20).

FV = $1,122,041.38.

本题为什么不是按增值部分20%收税而是全额征税?

1 个答案

王暄_品职助教 · 2022年04月19日

因为本题题干中强调的是TDA账户,所以取出时,针对所有的取出额全额征收。

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