NISM 10B Investment Adviser Level 2 Notes
Page 52 Of 180
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Annuity Options: Vary by payment frequency and survivor benefits.
Portfolio Rebalancing: Adjusts asset mix to maintain risk profile.
Goal Prioritization: Balances retirement with other financial goals.
Pre-Retirement Withdrawals: Can significantly reduce retirement corpus.
EPF Withdrawals: Should be minimized to preserve retirement savings.
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NISM 10B NISM Investment Adviser Level 2
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