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