NISM 10B Investment Adviser Level 2 Notes
Page 46 Of 180
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Tax Optimization: Multiple annuities can reduce tax liability.
Retirement Corpus Estimation: Considers expenses, inflation, and life expectancy.
Inflation Adjustment: Retirement plans must account for rising costs.
Life Expectancy: Longer life requires larger retirement corpus.
Healthcare Costs: Significant expense in retirement, needs separate planning.
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