Crpc - Study guides, Class notes & Summaries

CRPC Exam Questions and Answers New Update Which one of the following is not a key element of an investment policy? - Answer-names of specific stocks to be in the portfolio Which one of the following is a characteristic of Treasury inflation-protected securities (TIPS)? - Answer-The increase in principal is taxable each year. Assume your client has the following portfolio: StockWeightBetaBCD40%1.15EFG25%.90HIJ35%1.05 What is the overall weighted beta for this portfolio? - Answer-1.06 ...

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CRPC Study Guide Questions with Revised Answers Types of rollovers available for IRA - Answer-1. Conduit 2. Direct 3. Indirect Conduit Rollover - Answer-An unofficial term for an IRA used to "park" a distribution from one qualified plan until it can be rolled over to another qualified plan. With a conduit IRA, the forward-averaging potential of the distribution can be preserved. Direct Rollover - Answer-A tax-free transfer of cash or other property between two qualified plans or IRAs,...

CRPC Exam 1 Questions and Answers Copayment - Answer-set amount that insured pays for service such as a doctors visit; this may not be applied to deductible HSA - Answer-Health savings account - tax-exempt or custodial accounts established by an individual or employer with US financial institution for the purpose of paying qualified medical expenses of the account owner, spouse, and family HSA max contributions - Answer-individual: 3350 family: 6750 HSA holder older than 55 can save...

CRPC Practice Test Questions and Answers All Correct Discuss the use of a bucket strategy - Answer-- used to mitigate the sequence of returns risk by creating a bucket of cash or money market instruments for immediate cash flow needs, while also maintaining a diversified portfolio of more volatile assets with high potential returns for future needs. Discus the role that a single premium immediate annuity (SPIA) can plan in a clients retirement income portfolio - Answer-- the purchase of a...

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CRPC Sample Tests with Complete Solutions Graded A+ Which of the following IS rue regarding the tax-destructibility of qualified long-term care insurance (QLTCI) premiums? - Answer-Individuals and couples filing jointly can deduct medical expenses that exceed 7.5% of adjusted gross income (AGI). QLTCI premiums qualify as medical expenses. Self-employed people may deduct QLTCI premiums regardless of the relationship between income and medical expenses. Partners can deduct QLTCI premiums as...

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