NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 57 Of 110
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Return Calculations: CAGR and XIRR provide different perspectives on returns.
Fund Volatility: Volatility impacts fund suitability for retirement stages.
Tax Implications: Tax treatments vary, affecting net retirement income.
Liquidity Management: Balancing liquidity ensures funds are accessible when needed.
Economic Cycles: Fund performance is tied to economic cycles, requiring adjustments.
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