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- 2011-7-2
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- 2014-6-29
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I have not seen an IPS question of this nature, but just curious as to how
people would respond to it.
Lets say an individual’s spending requirement is $100,000 and the
individual’s investment account totals $1million.
The individual is taxed 30% on investment income (including bond interest
and stock dividends) and 15% on ‘realized’ capital gains.
If we are asked for the pre-tax return requirement, how would one go
about figuring such a thing out?
Or would CFA simply not ask a question like this? |
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发表于 2011-7-11 19:41
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