Series 66 Quiz
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CLIENT INVESTMENT RECOMMENDATIONS AND STRATEGIES
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Which of the following statements regarding the time horizon for a client's retirement assets is true?
A
For a client who is 45 years old, plans to retire at 65, and expects to live until 90, the time horizon is 20 years, measured from the current date to the planned retirement date.
B
For a client who is 45 years old, plans to retire at 65, and expects to live until 90, the time horizon is 25 years, measured from the planned retirement date through the client's expected remaining lifetime.
C
For a retired client who is already taking distributions, the time horizon is one year or less because the portfolio's primary purpose is to fund the client's current income needs.
D
For a client who is 45 years old, plans to retire at 65, and expects to live until 90, the time horizon is 45 years, measured from the current date through the expected distribution period.
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