CDFA EXAM STUDY MATERIALS QUESTIONS WITH DETAILED VERIFIED ANSWERS (100% CORRECT
ANSWERS) /ALREADY GRADED A+
Question : Top-heavy plans or matching contributions
typically use _________ vesting
Correct answer: 3-year cliff vesting or 6-year graded vesting.
Question : Schedule ____ may help identify unlisted assets or
sources of income. For example, property taxes may reveal
real property or a boat that one spouse does not know exists;
and gambling losses would reveal that there are gambling
winnings.
Correct answer: Schedule A: Itemized Deductions
Question : Schedule ____ identifies the assets and
investments generating interest and dividends.
Correct answer: Schedule B: Interest and Ordinary Dividends
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