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Financial Planner

Category - Retirement Savings and Income Planning

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Before you begin looking at other aspects of retirement analysis, what should you determine?

Rates of inflation
Client’s retirement goals
Taxes
Insurance needs

Explanation

Answer: B - There are many factors in retirement analysis. However, you should first determine the client’s personal objectives for retirement. This will help you determine other factors, such as the client’s income and expense needs, and it drives the retirement analysis.

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