NISM 10B Investment Adviser Level 2 Notes
Page 49 Of 180
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Longevity Risk: Planning for outliving savings is critical.
Spousal Needs: Accounts for both partners’ retirement requirements.
Legacy Planning: Ensures assets are passed to heirs as desired.
Retirement Calculators: Tools to estimate corpus and savings needs.
Investment Horizon: Influences risk tolerance and asset allocation.
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NISM 10B NISM Investment Adviser Level 2
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