Recommendations & Strategies第 63 / 110 题
A client in a high tax bracket seeking tax-advantaged income would most likely benefit from which of the following?
a.High-yield corporate bonds
b.Municipal bonds
c.Certificates of deposit
d.Money market funds
解析
Municipal bond interest is generally exempt from federal income tax, making munis especially valuable to investors in high tax brackets on an after-tax basis. Corporate bonds, CDs, and money market funds generate fully taxable interest. Advisers compare yields on a taxable-equivalent basis to confirm the benefit.
免费刷完整 110 道题库 — 无需注册。
同考点相关题目
- Which retirement plan feature is characteristic of a defined benefit plan?
- A step-up in cost basis at death generally means which of the following for inherited appreciated securities?
- An efficient frontier graph plots portfolios according to which two dimensions?
- A bond ladder strategy is designed primarily to accomplish which of the following?
- Which statement about a 529 college savings plan is accurate?
- An investor holds a portfolio of 30 stocks across many industries. Which risk remains that cannot be diversified away?