NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 87 Of 110
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Estate Planning: Organizes wealth distribution post-death per individual wishes.
Reverse Mortgage: Converts home equity into income for retirees.
Tax Implications: Retirement benefits and corpus have varying tax treatments.
Wills: Legal declarations specify asset distribution after death.
Gifts: Irrevocable transfers of wealth with tax exemptions.
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