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Financial Planner

Category - Retirement Savings and Income Planning

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Which of the following is NOT one of the factors you should include when performing a retirement needs analysis?

Income needs
Rates of inflation
Dependents’ life expectancy
Number of years before retirement

Explanation

Answer: C - When performing a retirement needs analysis you should look at the client’s income and expense needs, rates of inflation, and other factors, including the number of years before retirement. You do not need to look at the dependent’s life expectancy.

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