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mousesky · 2025年06月02日

municipal bonds不用交25%的利得税,这是一个考点吗?

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NO.PZ201805280100000302

问题如下:

A broker proposes to Young three portfolios, shown in Exhibit 1. The broker also provides Young with asset class estimated returns and portfolio standard deviations in Exhibit 2 and Exhibit 3, respectively. The broker notes that there is a $500,000 minimum investment requirement for alternative assets. Finally, because the funds in the money market account are readily investible, the broker suggests using that account only for this initial investment round.


Young wants to earn at least 6.0% after tax per year, without taking on additional incremental risk. Young’s capital gains and overall tax rate is 25%.

Determine which proposed portfolio most closely meets Young’s desired objectives. (Circle one.) Justify your response.


选项:

解释:



我看按照3% x75%的税后回报率来计算,也不影响最终选择portfolio 3的答案。如果考试的时候,我答案是正确的,同时列出3个portfolio的最终收益率和答案不一致,会被扣分吗?

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