NISM Series XVII: Retirement Adviser Certification Examination Notes
Page 97 Of 110
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Reverse Mortgage Payments: Offers monthly, quarterly, or annual payments.
Will Legal Requirements: Must be voluntary and witnessed for validity.
Gift Tax Benefits: Exemptions reduce tax burden on wealth transfers.
POA Registration: Ensures legal authority for delegated tasks.
Retirement Income Stability: Stable sources ensure expense coverage.
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