Ctfa - Study guides, Class notes & Summaries
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Cannon CTFA Prep Questions And Answers Rated A+ New Update Assured Satisfaction
- Exam (elaborations) • 41 pages • 2024
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Jean and John Simmons are married and own their own home as tenants by entirety. When John dies 
the home is valued at $350,000. How much will be counted in his gross taxable estate? 
A. None, as it passes directly to his spouse, Jean. 
B. $175,000 - or one-half of the value 
C. $225,000 - or the full amount minus the $125,000 one-time exclusion for capital gains on a person 
residence. 
D. $350,000 - the full amount is includable. - Answer-B. $175,000 - or one-half the value 
Once a will is pro...
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CTFA STUDY QUESTIONS AND ANSWERS
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What is a J curve - Answer-The return pattern of private equity funds. The cumulative return is negative 
in the early life of a bond before turning positive. This is because in the early life of a private equity fund 
there are expenses incurred in the search for attractive investments but there are not any investments to 
generate returns. 
True or false? Private equity investing is an excellent source of liquidity. - Answer-False. Since private 
equity is not traded on any market, and investo...
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CTFA Practice Exam #1 2024 Questions with 100% Correct Answers | Verified | Latest Update
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CTFA Practice Exam #1 2024 Questions with 100% Correct Answers | Verified | Latest Update
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CTFA - Fiduciary & Trust Activities Questions & Correct Answers | Latest Update |Already Graded A+
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Constructive Trusts 
: A fraud rectifying trust, imposed by a court to protect those who lose property to a 
wrongdoer 
Resulting Trust 
: An intent enforcing trust based upon the presumed intent of a transferor of 
property 
Implied Trust 
: An implied trust is an element of trust law, and refers to a trust that has not been 
"expressly created by the settlor."[1] There are two types of implied trust: 
Constructive Trusts and Resulting Trusts are always 
: Implied Trusts 
Can a minor hold ...
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CTFA - Practice Exam #1 Questions & Correct Answers | Latest Update |Already Graded A+
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"Constructive Receipt" is normally applicable to the tax treatment of... 
: Non-Qualified Deferred Compensation Plans 
Non-Qualified Deferred Compensation 
: TCHRA: Compensation that is not immediately taxable. It does not qualify under 
ERISA for tax exemption. Taxation occurs once the individual receives the 
compensation or "property" 
A 1035 exchange refers to a tax free exchange of... 
: Annuities 
1035 Exchange 
: IRS allows tax-free transfer of cash values between 2 LIKE policies (i...
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CTFA EXAM PACKAGE DEAL WITH COMPLETE SOLUTIONS.
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CTFA EXAM PACKAGE DEAL WITH COMPLETE SOLUTIONS.
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CTFA - Financial Planning EXAM(Graded A+ actual test)
- Exam (elaborations) • 12 pages • 2024
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Asset Allocation should conform to an individual's _____________ - Answer-risk tolerance 
A springing durable power of attorney is effective only on a _____________________ - Answerconditional event 
What is the minimum age for receiving Social Security benefits? - Answer-62 
Assume Greg inherits stock from his father that he purchased at $50 per share and it appreciated to $75 
per share by the date of his father's death. At the time the estate settled one year later, the stock had 
declined ...
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CTFA Level 1 EXAM(Graded A+ actual test)
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Tangible Personal Property - Answer-personal property that can be moved (ex. gold bar, jewelry) 
Probate Estate - Answer-the property of a decedent that is subject to administration by the executor or 
administrator of an estate 
Under joint tenants with rights of survivorship, when one tenant dies which of the following best 
describes the result? - Answer-Her share passes to the surviving joint tenant regardless of what her will 
says 
In cutting down a tree, which of the following occurs? - A...
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CTFA - Financial Planning Exam Questions & Answers 2024
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CTFA - Financial Planning Exam Questions & Answers 2024 
 
 
Asset Allocation should conform to an individual's _____________ - ANSWER-risk tolerance 
 
A springing durable power of attorney is effective only on a _____________________ - ANSWER-conditional event 
 
What is the minimum age for receiving Social Security benefits? - ANSWER-62 
 
Assume Greg inherits stock from his father that he purchased at $50 per share and it appreciated to $75 per share by the date of his father's death. At t...
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CTFA - Fiduciary & Trust Activities.
- Exam (elaborations) • 13 pages • 2024
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CTFA - Fiduciary & Trust Activities.
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