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LATEST Retirement  

How much can you safely draw from your living annuity?

How much can you safely draw from your living annuity?

13 December 2019  / Patrick Cairns   29
It may be less than you think.
People save little, but have high expectations of retirement income

People save little, but have high expectations of retirement income

8 Nov 2019 /  Amanda Visser   29
Highlighting the importance of awareness and careful planning.
Prescribed assets: Our problem is not money

Prescribed assets: Our problem is not money

16 Sep 2019 /  Patrick Cairns   27
We need a new approach to the economy.
Where is it best to invest R3m?

Where is it best to invest R3m?

13 Sep 2019 /  Elke Brink  
Several things need to be considered; staying focused on your long-term objective – retirement – is important.
Too little, too late

Too little, too late

9 Sep 2019 /  Patrick Cairns   10
South Africans are failing themselves when it comes to retirement planning.
How do I choose the best living annuity, return-wise?

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

5 Sep 2019 /  Stephen Katzenellenbogen  
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

This retirement threat is also one of the hardest to manage

3 Sep 2019 /  Patrick Cairns   16
Poor returns at the wrong time can upset your plans.
Should I take up government’s early retirement offer?

Should I take up government’s early retirement offer?

30 Aug 2019 /  Devon Card  
A major concern when considering an annuity income relates to the growth rate assumptions.
The holes in employer pension funds

The holes in employer pension funds

22 Aug 2019 /  Patrick Cairns   29
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

Getting the best of both worlds in retirement

20 Aug 2019 /  Patrick Cairns   7
Hybrid annuities can now be used within pension funds.
Most women play no role in financial planning

Most women play no role in financial planning

8 Aug 2019 /  Eleanor Becker   3
'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?

How will I be taxed on unit trust withdrawals?

7 Aug 2019 /  Richus Nel  
Local unit trusts generally attract dividend and interest taxes and possibly capital gains tax on withdrawal.
‘Women make better investors’

‘Women make better investors’

2 Aug 2019 /  Eleanor Becker   4
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?

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

25 Jul 2019 /  Trevor Lee  
A look at how to benefit from medical aid and retirement annuity contributions.
Do the default regulations allow me to transfer my pension fund?

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

24 Jul 2019 /  Craig Torr  
Yes – but consider investment fees, fund performance, risk tolerance and investment horizon.

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