NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 12 Of 110
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Retirement Savings Adjustment: Adjusting savings for existing investments optimizes the retirement plan.
Investment Performance: Poor performance can necessitate changes in investment strategy or contributions.
Retirement Planning Education: Education on retirement products enhances decision-making.
Retirement Corpus Protection: Protecting the corpus from premature depletion is critical for longevity.
Retirement Planning Flexibility: Flexibility in planning allows adjustments for life changes and market conditions.
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