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Where is it best to invest R3m?

Several things need to be considered; staying focused on your long-term objective – retirement – is important.

Too little, too late

South Africans are failing themselves when it comes to retirement planning.

How do I choose the best living annuity, return-wise?

Avoid picking funds purely on performance – simply going for last year’s winners or losers isn't a fund-selection process.

This retirement threat is also one of the hardest to manage

Poor returns at the wrong time can upset your plans.

Should I take up government’s early retirement offer?

A major concern when considering an annuity income relates to the growth rate assumptions.

The holes in employer pension funds

Many see the benefit as a detraction from their pay rather than a personal-wealth gain – and for good reason.

Getting the best of both worlds in retirement

Hybrid annuities can now be used within pension funds.

Most women play no role in financial planning

'Everyone is just surviving day to day, not really thinking about the future and, therefore, not really saving or planning.'

How will I be taxed on unit trust withdrawals?

Local unit trusts generally attract dividend and interest taxes and possibly capital gains tax on withdrawal.

‘Women make better investors’

Crue Invest's Devon Card on women's wealth-building challenges, retirement savings, employees pension funds and building emergency funds.

I’m 69 and working. How do I gain more tax relief?

A look at how to benefit from medical aid and retirement annuity contributions.

Do the default regulations allow me to transfer my pension fund?

Yes – but consider investment fees, fund performance, risk tolerance and investment horizon.

How do I become debt-free?

If the interest rate on your car loan is higher than that of your home loan, consider using your access bond to pay off your vehicle in full.

South Africans continue to work in retirement

Nine of every 10 retirees included in Old Mutual's survey are working to supplement retirement income.

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