Category: Retirement Planning

Undressed, a retirement annuity proves attractive

While some may shun retirement annuities, the product stands firm in its offering of significant advantages in tax and estate planning.

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Retirement: How much is enough?

The answer is subjective and depends on the level of income one would need to sustain their lifestyle in retirement.

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Financial planning: a game of strategy

How to make sure you’ve got all your pieces in play

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The generation that is doing things differently

Make a monthly budget and stick to it with consistency and discipline. Learn about the many investing alternatives available to assist you in saving for retirement.

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Have you saved enough to retire comfortably?

It’s never too late to start saving for your retirement. Irrespective of how late you are starting.

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Emigration and access to retirement annuities and preservation funds

A significant change in legislation will now require you to be a non-resident for South African tax purposes for at least three years before being granted early access to your retirement annuities or preservation funds.

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Are retirement annuities still a viable investment platform?

Does the tax-deductibility of retirement fund contributions outweigh the desire for increased long-term international exposure and the threat of prescribed assets?

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What to consider a year before retiring as a member of the GEPF

Retire or resign – don’t leave your decision too late!

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New rules for provident funds

The amendments aim to simplify legislation governing retirement products and analyse benefits at retirement, for example, how much can you withdraw at retirement and what are the tax implications?

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How much capital do I need to retire early?

The answer depends on your financial situation. Here are some things you need to consider:

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