Individual IPS - Return Objective
in the 2009 individual IPS (question 1) for return objective they specifically tell you that any withdrawals from the portfolio are taxed at 20%…thus you can easily take in into account when they ask you for the pre-tax nominal return.
however, what if the question just stated that the XYZ couple’s is in a 20% bracket and was silent on withdrawals of funds from portfolio…..would CFAI do that or would they specifically tell about tax on withdrawals?
maybe I am just thinking too much into it. |
发表于 2013-4-1 14:16
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