NISM 10B Investment Adviser Level 2 Notes
Page 47 Of 180
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Emergency Fund: Essential for unforeseen expenses in retirement.
Income Sources: Include pensions, investments, rentals, or annuities.
Withdrawal Strategy: Determines safe withdrawal rate to sustain corpus.
Sequence of Returns Risk: Early poor returns can deplete corpus faster.
Tax Planning: Minimizes tax liability on retirement income.
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NISM 10B NISM Investment Adviser Level 2
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