Optimal Investment Structure Flashcards by Elizabeth Garvey | Brainscape

Q

Part II

A

New starting amount

1,000 * (1-new ordinary income rate at time 0)

How well did you know this?

1

Not at all

2

3

4

5

Perfectly

Q

Start with

A

1,000 (1-ordinary income rate)

How well did you know this?

1

Not at all

2

3

4

5

Perfectly

Q

Taxable brokerage account

A

uses capital gains rate
impacted by potential capital loss carry forward. If there, multiply CLCF by capital gains rate and add it to the equation (for this vehicle, only)

How well did you know this?

1

Not at all

2

3

4

5

Perfectly