NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 78 Of 110
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Inflation Protection: Investments must outpace inflation for purchasing power.
Retirement Lifestyle Impact: Lifestyle expectations drive corpus requirements.
Market Volatility: Volatile markets require active portfolio management.
Tax Planning: Managing taxable and tax-exempt income optimizes returns.
Retirement Planning Tools: Excel functions aid in corpus calculations.
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