Rachel2020-01-28 03:40:50
老师,请问书本279页第十九题答案, If a portfolio contains unre-alized losses, however, a certain amount of trading activity is required to har-vest tax losses. That is, tax- efficient management of stocks in taxable accounts does not require passive management. It requires passively allowing gains to grow unharvested, but actively realizing losses这一段不太理解是什么意思?
回答(1)
Chris Lan2020-01-31 14:51:21
同学你好
他这里的意思就是说,应税账户就算资产升值,我也是要交税的,所以如果我要realized gain我就要交税。如果我被动投资,我的unrealized gain是会变多,但如果我想节税,就要自己去reaized loss。也就是说,对于应税账户,我被动投资也能增长unrealized gain,也能升值,但是只是我需要主动去realized loss才能进行抵税。所以主动交易也没什么吸引力,反正被动投资也能累计unrealized gain。
- 评论(0)
- 追问(0)


评论
0/1000
追答
0/1000
+上传图片