Financial Planner

Category - Retirement Savings and Income Planning

Which of the following includes immediate and deferred annuities?
  1. Risk management and insurance planning
  2. Investment planning
  3. Tax planning
  4. Estate planning
Explanation
Answer: A - Retirement income and distribution strategies include many other types of planning, including risk management and insurance planning (such as immediate and deferred annuities), investment planning (designed to preserve purchasing power throughout retirement), and estate planning (including tradeoffs between retirement income security and legacy goals).
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