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LATEST Living Annuities  

How will I be taxed on unit trust withdrawals?

How will I be taxed on unit trust withdrawals?

7 August 2019  / Richus Nel  
Local unit trusts generally attract dividend and interest taxes and possibly capital gains tax on wi...
How to reach that magic number in retirement

How to reach that magic number in retirement

1 Nov 2018 /  Nompu Siziba  
Investec's Jaco van Tonder on maximising your pension savings.
Growing retirement capital to maximum potential

Growing retirement capital to maximum potential

17 Oct 2018 /  Nompu Siziba  
Jaco van Tonder of Investec Asset Management shares some guidelines on how to ensure that your retirement income lasts a lifetime.
A practical approach to volatility

A practical approach to volatility

16 Oct 2018 /  Ryk van Niekerk  
Clyde Rossouw of Investec Asset Management provides some tips on how to be selective in positioning your portfolio and identifying risks.
Are you on track to retire comfortably?

Are you on track to retire comfortably?

15 Oct 2018 /  Ryk van Niekerk   9
'Your objective is to get about 20 times your annual salary by the time you retire.' – Jaco van Tonder, advisor services director at Investec Asset Management.
Impact of volatility on living annuities

Impact of volatility on living annuities

11 Oct 2018 /  Nompu Siziba  
Jaco van Tonder – advisor services director, Investec
Impak van wisselvalligheid op lewende annuïteite

Impak van wisselvalligheid op lewende annuïteite

8 Oct 2018 /  Inge Lamprecht  
Jaco van Tonder — direkteur vir adviseursdienste, Investec Batebestuur
Will your money last as long as you do?

Will your money last as long as you do?

12 Sep 2018 /  Nompu Siziba   4
Jaco van Tonder of Investec Asset Management provides advice on various income strategies for retirees.
Core principles of a drawdown strategy

Core principles of a drawdown strategy

11 Sep 2018 /  Ryk van Niekerk   7
‘Being careful during the first five years of your living annuity has substantial benefits in the long run’ - Jaco van Tonder, Investec Asset Management.
Guaranteed life annuities versus living annuities

Guaranteed life annuities versus living annuities

10 Sep 2018 /  Ryk van Niekerk  
How to tackle the choice between the two when approaching retirement.
Pensioenarisse se jaarlikse verhogings uit Lewende Annuiteite

Pensioenarisse se jaarlikse verhogings uit Lewende Annuiteite

27 Aug 2018 /  Andries van Zyl  
Die beste metodes, Jaco van Tonder – Investec.
Living annuities and volatility

Living annuities and volatility

15 Aug 2018 /  Ryk van Niekerk  
Jaco van Tonder, advisor services director at Investec Asset Management, explains how to add responsible risk to your portfolio.
Income strategy for a living annuity

Income strategy for a living annuity

14 Aug 2018 /  Ryk van Niekerk   5
Don’t fob off the process of reviewing your income on your living annuity every year; take the time to investigate what your portfolio has done. – Jaco van Tonder, advisor services director, Investec Asset Management.
One simple rule: start saving for retirement early

One simple rule: start saving for retirement early

13 Aug 2018 /  Ryk van Niekerk   2
Start early, stick to the plan, and don’t withdraw any of the money along the way – Jaco van Tonder, Investec Asset Management.
Classic mistakes people make when saving for retirement

Classic mistakes people make when saving for retirement

26 Jul 2018 /  Nompu Siziba  
Jaco van Tonder — advisor services director, Investec Asset Management.

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