标题: Defining large asset base - IPS [打印本页] 作者: bchadwick 时间: 2011-7-11 19:18 标题: Defining large asset base - IPS
If individual have expenses 48K and asset base is 900K, age 50. Do we define as large asset base or not? CFA EOC - 10作者: bboo 时间: 2011-7-11 19:18
Yes, it is. Just over 5% going to his expenses is not a ton, so income plus cap gains should be able to cover it. Also, depends on if they are already retired because the personal income component needs to be considered.作者: dyga 时间: 2011-7-11 19:18
If he is reitired then will this be large or small asset base. The EOC says - low asset base作者: skycfa 时间: 2011-7-11 19:18
Plus inflation could make 5% into 8% then suddenly we're talking real money
