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CTFA Study guides, Class notes & Summaries
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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 - 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 - Financial Planning Study Guide with Questions and Correct Answers
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Asset Allocation should conform to an individual's _____________ - risk tolerance 
A springing durable power of attorney is effective only on a _____________________ - 
conditional event 
What is the minimum age for receiving Social Security benefits? - 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 to $65 per share. W...
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CTFA Study Guide with Questions and Correct Answers
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What is a J curve - 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. - False. Since 
private equity is not traded on any market, and investor should be pr...
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CTFA Practice Exam 3 Study Guide with Questions and Correct Answers
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Q. When can a bank trustee sell or purchase assets from a trust where it serves in a fiduciary 
capacity? 
A. When the trustee desires to relieve itself from such liability with the approval of the board 
B. When the trust sells property to any non-officer of the bank, if the trust committee deems 
the price reasonable 
C. When the trust purchases stock or obligations of the bank, if the bank or its holding 
company is listed on a recognized stock exchange 
D. When the trust sells assets in one ...
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CTFA Practice Exam 1 Study Guide with Questions and Correct Answers
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Q. Which of the following types of trusts can use the Uniform Principal and Income Act 
power to adjust ? 
A. GRAT 
B. Trust under will 
C. Revocable trust 
D. Charitable lead trust - Solution : The correct answer is B. 
Q. Which of the following is a power of attorney for property that is effective upon execution 
and does NOT terminate upon the principal's incapacity?
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CTFA Level 1 Study Guide with Questions and Correct Answers
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Tangible Personal Property - personal property that can be moved (ex. gold bar, jewelry) 
Probate Estate - 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? - Her share passes to the surviving joint tenant regardless of 
what her will says
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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 - Practice Exam #1 Questions With Complete Solutions, Graded A+
- Exam (elaborations) • 13 pages • 2024
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"Constructive Receipt" is normally applicable to the tax treatment of... - Answer-Non-Qualified Deferred 
Compensation Plans 
Non-Qualified Deferred Compensation - Answer-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... - Answer-Annuities 
1035 Exchange - Answer-IRS allows tax-free transfer of cash values bet...
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CTFA - Practice Exam #1 Questions With Complete Solutions, Graded A+
- Exam (elaborations) • 13 pages • 2024
- Available in package deal
-
- $7.99
- + learn more
"Constructive Receipt" is normally applicable to the tax treatment of... - Answer-Non-Qualified Deferred 
Compensation Plans 
Non-Qualified Deferred Compensation - Answer-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... - Answer-Annuities 
1035 Exchange - Answer-IRS allows tax-free transfer of cash values bet...
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