张同学2018-12-28 17:58:12
Assuming an annual return of 7.5 percent, what would be the after-tax wealth accumulated in 15 years for a single current contribution to the TDA? Assume the contribution would be deductible but taxed at the end of 15 years at a 20 percent tax rate. €23,671. €23,965. €29,589. (Institute 263) Institute, CFA. 2019 CFA Program Curriculum Level III Volume 2. CFA Institute, 5/2018. VitalBook file. 老师您好!请问此题为什么不和deferred capital gain公式的加回Tcg一样,而是对全部本金加收益征税?为什么不加回T?谢谢!
回答(1)
Sinny2019-01-02 10:42:22
同学你好,因为所有进入到TDA账户的资金都是税前的金额,而在取出的时候统一征税,因此在征税的时候是对整体资产都进行征税,而不是只对资本利得部分进行征税。
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