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LATEST Retirement  

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

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

20 Aug 2019 /  Patrick Cairns   7
Hybrid annuities can now be used within pension funds.

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?

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’

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?

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?

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

How do I become debt-free?

19 Jul 2019 /  Devon Card  
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

17 Jul 2019 /  Neesa Moodley   16
Nine of every 10 retirees included in Old Mutual's survey are working to supplement retirement income.

Is it necessary to invest in property to build wealth?

11 Jul 2019 /    
'The big money is not in the buying or the selling, but in the waiting' - Charlie Munger.

How should you invest after retirement?

4 Jul 2019 /  Patrick Cairns   34
It might be wise to challenge conventional wisdom.

This is how much you need just for medical aid in retirement

20 Jun 2019 /  Patrick Cairns   34
Are you prepared for the impact of this recurring cost?

Retirees risk running out of money a decade before death

13 Jun 2019 /  Ben Steverman, Bloomberg   2
Retirement account balances globally aren’t increasing fast enough to cover rising life expectancy, according to WEF report.

‘You’re a priest, doctor and trauma counsellor’

10 May 2019 /  Eleanor Becker  
I only recommend what I've invested in personally – Global & Local founder Michael Haldane.

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