NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 94 Of 110
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Estate Planning Documents: Include wills, POA, and nominations for clarity.
Reverse Mortgage Criteria: Requires one borrower to be over 60.
Debt-Free Retirement: Clearing debt pre-retirement maximizes income.
Employment Expertise: Leveraging skills in retirement generates income.
Health Insurance Tax Benefits: Premiums reduce taxable income.
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