NISM 10B Investment Adviser Level 2 Notes
Page 54 Of 180
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SWP Taxation: Capital gains tax based on holding period and asset type.
Retirement Product Evaluation: Considers liquidity, returns, and tax impact.
Financial Literacy: Empowers clients to understand retirement options.
Behavioral Biases: Can affect retirement planning decisions.
Estate Planning: Integrates with retirement to ensure asset distribution.
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NISM 10B NISM Investment Adviser Level 2
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