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kevinhuang · 2025年06月10日

我的问题是为什么不选C呢?收益更高,波动率大也会抵消税的影响

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NO.PZ202411210200001402

问题如下:

When optimizing the Hungs’ asset location for tax efficiency, which of the following assets is best located in the joint account?

选项:

A.Fund A B.Fund B C.Fund C

解释:

A is correct. The equities (Fund A) are generally taxed more favorably than bonds, especially if held for longer periods. In particular, non-coupon bonds are taxed based on the amortization toward the par value and therefore incur tax liabilities even without generating cash flows for the investor.

C的收益更高,波动率大也会抵消税的影响

0 个答案