NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 29 Of 110
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Longevity Risk: Longevity requires a larger corpus to sustain income.
Asset Allocation: Strategic allocation balances risk and return for retirement.
Investment Performance: Poor performance may require strategy or contribution adjustments.
Retirement Lifestyle: Desired lifestyle impacts the required corpus size.
Expense Forecasting: Accurate expense forecasting is critical for planning.
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