NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 7 Of 110
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Retirement Age Flexibility: Postponing retirement can increase the corpus by extending the saving period.
Asset Allocation Strategy: Strategic asset allocation balances risk and return to meet retirement goals.
Investment Monitoring: Regular monitoring of investments ensures alignment with retirement objectives.
Retirement Income Sources: Multiple income sources, such as pensions and annuities, enhance financial security.
Expense Forecasting: Accurate forecasting of retirement expenses is critical for determining the required corpus.
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