Никак не могу состряпать приемлемый русский эквивалент для выражения в сабже. Надеялась нагуглить что-нибудь ходовое, но потерпела фиаско. Буду признательна за помощь.
He would also like to own REITs, and here an option is available: a variable annuity (VA). In general, VAs come wrapped in enormous fees and are offered by insurance companies, that as a group constitute some of the worst players in the financial business. Ideally, four conditions must be met for VA purchase: the investor should be relatively young—say, under 50; the investment should be in a highly tax-inefficient asset class; there should be no other sheltered accounts available to put them in; and finally, a low-cost passive vehicle in that asset class should be available in the VA. In fact, Vanguard does offer a relatively low-cost VA with an indexed REIT fund, and Ted should consider it.
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Date: 2012-04-09 12:38 am (UTC)no subject
Date: 2012-04-09 09:55 am (UTC)no subject
Date: 2012-04-09 10:02 am (UTC)no subject
Date: 2012-04-09 02:33 pm (UTC)+1 к "tax-inefficient" = "облагаемый высокими налогами"
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Date: 2012-04-09 01:21 am (UTC)tax-inefficient = higher-taxed = более налогооблагаемые (инвестиции)
==
...снижение налогового бремени (перевод капитала из более налогооблагаемых инвестиций в менее налогооблагаемые) и др...
Галанов В.А.. Рынок ценных бумаг: Учебник. — М.: ИНФРА-М. — 379 с. — (100 лет РЭА им. Г.В. Плеханова)., 2007
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Date: 2012-04-09 10:08 am (UTC)no subject
Date: 2012-04-09 02:58 am (UTC)no subject
Date: 2012-04-09 09:55 am (UTC)no subject
Date: 2012-04-09 10:12 am (UTC)