Recommendations & Strategies第 64 / 100 题
An adviser recommends tax-loss harvesting near year-end. The primary benefit is to:
a.Increase the client's taxable income
b.Guarantee a higher return
c.Realize losses that can offset capital gains and up to a limited amount of ordinary income
d.Avoid the wash-sale rule automatically
解析
Tax-loss harvesting realizes capital losses to offset capital gains and, beyond that, a limited amount of ordinary income per year, with excess carried forward. It improves after-tax returns without necessarily changing overall strategy. The wash-sale rule must still be respected.
免费刷完整 100 道题库 — 无需注册。
同考点相关题目
- The alpha of a portfolio measures:
- A client withdraws funds from a traditional IRA before age 59.5 without qualifying for an exception. The tax consequence is generally:
- Modern portfolio theory suggests that the efficient frontier represents portfolios that:
- A client has a short time horizon of one year for a down payment on a home. The MOST suitable investment is:
- Duration is used to estimate a bond's:
- A client wants growth but panics and sells during every market decline. This behavioral tendency is best described as: