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LATEST Retire Well  

Five must-knows for young people saving for retirement

22 Nov 2016 /  Marcia Klein   2
Retirement saving is an important financial imperative.

Retirement planning: It’s about the process

21 Nov 2016 /  Patrick Cairns   1
You have to be flexible.

Things to consider when drafting a will

18 Nov 2016 /  Ingé Lamprecht   1
And common mistakes to avoid.

The investment that’s 100% tax deductible

18 Nov 2016 /  Patrick Cairns   2
The appeal of investing in a Section 12J company.

Jong beroepsmense se geleenthede en opsies om vroeg reeds vir aftrede te begin spaar

16 Nov 2016 /  Andries van Zyl  
Aftreegeld is ’n belegging. Mense moet dit sien as ’n belegging, en dis ’n belegging wat eintlik vir ’n baie lank belê moet word – Henk Appelo – produkontwikkelaar, Liberty.

What living annuities can offer you as you go into retirement

15 Nov 2016 /  Siki Mgabadeli   1
Investors pay for the performance guarantee only once it becomes particularly valuable – David Lloyd – managing director for innovation, Liberty.

Pensioenarisse kies lewende annuïteite bo vaste inkomste-annuïteite

9 Nov 2016 /  Andries van Zyl   
Henk Appelo – produkontwikkelaar, Liberty

Retirement savings over your working life

8 Nov 2016 /  Siki Mgabadeli  
The Liberty Bold Living Annuity helps protect clients against the consequences of a market downturn – Mark Lapedus – Liberty Innovation.

Beleggers se kern-belangrike keuse tussen lewende en vaste-inkomste annuïteite

2 Nov 2016 /  Andries van Zyl   
Henk Appelo – produkontwikkelaar, Liberty

Fixed annuity vs living annuity

1 Nov 2016 /  Siki Mgabadeli  
The Bold Annuity has a high watermark guarantee – David Lloyd – managing director for innovation, Liberty.

Serious about retirement?

26 Oct 2016 /  Moneyweb  
Moneyweb and Liberty will be hosting a Retire Well Masterclass at Summer Place in Sandton, on 17 November 2016.

Restricting the ‘doomsday’ scenario in living annuities

13 Oct 2016 /  Marcia Klein   3
Pressures on financial advisors to help clients select the right funds.

What are the options for retirees with some appetite for risk?

11 Oct 2016 /  Marcia Klein   3
Most people are finding their retirement savings inadequate, leading to more retirees willing or needing to take some risk with their savings.

Fixed versus living annuities

10 Oct 2016 /  Marcia Klein  
There is little difference between the two from a tax point of view, but there's significant difference on the passing of a retiree.
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