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Taryn · 2025年01月04日

No.PZ201805280100000305

  1. CFA III
  2. Asset Allocation

* 问题详情，请 查看题干

NO.PZ201805280100000305

问题如下：

Young decides to accept the retirement offer. Having very low liquidity needs, she wants to save part of the retirement payout for unforeseen costs that might occur more than a decade in the future. The broker’s view on long term stock market prospects is positive and recommends additional equity investment.

Determine which of Young’s accounts (education, retirement, reallocated money market, or unexpected needs) is best suited for implementing the broker’s recommendation.

选项：

解释：




老师请问这一题, 为什么说股票通常应存放在taxable账户中，而应税债券和high turnover trading策略通常应存放于TDA中? 是因为股票的税率更低吗?


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