NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 69 Of 110
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REIT Liquidity: Higher liquidity than direct real estate investments.
Equity Taxation: Long-term capital gains are tax-free up to a limit.
Retirement Product Suitability: Products must align with accumulation or distribution needs.
Investment Costs: Fees and charges reduce net returns.
Economic Cycles: Real estate and equity align with economic cycles.
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