NO.PZ202411210200003103
问题如下:
What percentage of Patterson’s tax-exempt account should be in bonds?
选项:
A.0%
B.40%
C.100%
解释:
B is correct. After making the charitable donation, Patterson’s total portfolio will be USD6.5 million, of which 40%, or USD2.6 million, would be bonds. As bonds are less tax efficient than equities, they should be held in the tax-exempt account to the extent possible. Thus, USD2.0 million of the USD2.6. million total should be held in the tax-exempt account.
40%怎么算出来的,
另外,题目已知,he has accumulated 2 million savings in tax exemp account, 这句话什么意思?累计了 存款 还是 额度?为什么额度是可以累积的?为什么2.6m bonds中只能放在免税帐户里2milion?