CFA mock2010 - 1 E Tax Deferred v/s Taxable ..Can somebody help clarify ?

shrubaks123

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Why are we shifting bonds worth 500000 to Tax defered i understood but why is there a need to shift Equities worth 500000 to taxable apart from lower income generated vehicle should be in Taxable ???
 
I don’t remember exactly but I think is because capital gains tax will be decreased…
 
I don’t remember exactly but I think is because capital gains tax will be decreased…
 
lower income generated vehicle should be taxable account, you are going wrong here.
lower TAXED vehicle should be in taxable account. As equity will be taxed at lower rate from capital gain tax decreaseing form 25% to 15% & dividend not tax at all, so we will move it to taxable account.
 
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