Moneyweb
MENU
Moneyweb
 
INSIDER
OFFERS MONEYWEB
CRYPTO
You are currently viewing our desktop site, do you want to download our app instead?
Moneyweb Android App Moneyweb iOS App Moneyweb Mobile Web App
Insider Gold Subscribe
Home    MyMoney

LATEST Retirement  

Tax-free savings account vs RA – knowing which works best for you

Tax-free savings account vs RA – knowing which works best for you

18 January 2021  / Ryk van Niekerk  
Michael Kirkpatrick – Head: individual consulting best practice, Alexander Forbes
If you breach Regulation 28 limits, how long do you have to rectify it?

If you breach Regulation 28 limits, how long do you have to rectify it?

14 Jan 2021 /  Mauro Forlin  
And if you don't rectify the breach, what are the implications?
The tax advantages of formal retirement savings are worth exploiting

The tax advantages of formal retirement savings are worth exploiting

7 Jan 2021 /  John Anderson   11
Be cautious around advice suggesting cashing in formal retirement savings and investing outside the formal retirement savings system: Alexander Forbes.
How interest cuts effect retirees

How interest cuts effect retirees

7 Jan 2021 /  Grant Alexander   8
As much as a third of their earnings may be gone, which is a large amount of money to do without when living on a pensioner’s budget.
Why the low interest rates are bad news for retirees

Why the low interest rates are bad news for retirees

29 Dec 2020 /  Grant Alexander   1
It's easy to be blinded by the sentiment and short-term volatility in the system.
The importance of planning for retirement

The importance of planning for retirement

28 Dec 2020 /  Errol Meyer   6
Even if it’s still many years away.
What should I consider when moving my pension to a preservation fund?

What should I consider when moving my pension to a preservation fund?

17 Dec 2020 /  Michael Haldane   8
It's important to know what the various providers can and cannot offer you.
Prescription: Getting the shoe on the right foot

Prescription: Getting the shoe on the right foot

4 Dec 2020 /  Allan Greenblo   1
Pension funds must specify to government precisely their terms and conditions for participation in infrastructure investment.
What should I consider when looking for a retirement annuity?

What should I consider when looking for a retirement annuity?

26 Nov 2020 /  Stephen Katzenellenbogen   5
If this is your only investment you may want to explore splitting across other products to get product, liquidity and tax diversification.
Pension funds’ landmark legal victory and what it means

Pension funds’ landmark legal victory and what it means

16 Nov 2020 /  Suren Naidoo   12
Regulation affecting billions in unclaimed benefits declared invalid.
Retirees: over-exposure to cash-like investments risks disappointment

Retirees: over-exposure to cash-like investments risks disappointment

27 Oct 2020 /  Pieter Koekemoer   17
The expected returns from cash, near cash and income funds will be significantly lower for the foreseeable future.
Half of South Africans are unprepared for retirement

Half of South Africans are unprepared for retirement

22 Oct 2020 /  Melitta Ngalonkulu   49
Technically, 49% have no pension plan – and women are less prepared than men.
Threat of prescription is overstated: Asisa

Threat of prescription is overstated: Asisa

6 Oct 2020 /  Leon Campher   18
'Retirement funds would consider investing in well-structured viable infrastructure projects.'
Eating a R1 million dinner

Eating a R1 million dinner

26 Sep 2020 /  Yanga Nozibele   16
But what if you knew that your weekly takeout meals could be worth an extra million rand in your retirement pot?
Should I use most of my provident fund as capital in a new business?

Should I use most of my provident fund as capital in a new business?

25 Sep 2020 /  Jesse Morgans  
Quantify the business risks: this represents the majority of your pension, and you don't have time on your side to build it up again.

   ADVISOR VIEWS

Estate planning: tax implications on death

28 Jan 2021 / Eric Jordaan
Eric Jordaan

Calculating your estate duty

26 Jan 2021 / Gareth Collier
Gareth Collier

10 things that can rob you of your financial peace of mind

25 Jan 2021 / Craig Torr
Craig Torr

Can I save myself ‘rich’?

22 Jan 2021 / Stephen Katzenellenbogen
Stephen Katzenellenbogen
Go to Click an Advisor  

Podcasts

INSIDER SUBSCRIPTIONS APP VIDEOS RADIO / PODCASTS SHOP OFFERS WEBINARS NEWSLETTERS TRENDING PORTFOLIO TOOL CPD HUB

Follow us:

Search Articles:Advanced Search
Click a Company:
  Unit Trusts
  SENS
  Financial Advisors