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Are my pension plans wise?

Are my pension plans wise?

1 answered

  /  8 April 2019    115
After taking out my pension to pay off my bond, I want to invest the rest in an annuity for life once fully retired.
Investments Retirement
Which unit trusts should my children invest in?

Which unit trusts should my children invest in?

1 answered

  /  4 April 2019    124
Having a long-term view and being overweight in offshore funds is probably best.
Investments
Do I invest in an income/growth portfolio or a pure income fund?

Do I invest in an income/growth portfolio or a pure income fund?

1 answered

  /  1 April 2019    94
I have R6 million to invest for retirement income: which option is best?
Investments Retirement
What are the tax implications for the beneficiary of my living annuity?

What are the tax implications for the beneficiary of my living annuity?

1 answered

  /  28 March 2019    36
Will my minor grandchild be able to register as a taxpayer?
Retirement Tax
How can I reduce the costs of my living annuities?

How can I reduce the costs of my living annuities?

1 answered

  /  27 March 2019    51
I have three living annuities and their performance has been dismal due to the state of the economy.
Investments Retirement
How best do we protect our retirement capital?

How best do we protect our retirement capital?

1 answered

  /  22 March 2019    56
... and keep the same standard of living?
Retirement
How do I invest my pension when I retire?

How do I invest my pension when I retire?

1 answered

  /  18 March 2019    198
Two important questions to consider: will you take the allowable cash portion, and what annuity type is most suitable?
Retirement
How do I invest for more income?

How do I invest for more income?

1 answered

  /  8 February 2019    86
And what is a safe amount to draw each month?
Investments Retirement
How do I start a share portfolio?

How do I start a share portfolio?

1 answered

  /  6 February 2019    53
What is a good balanced portfolio to start with for someone in their 20s?
Investments Unit Trusts
How can I access part of my annuity?

How can I access part of my annuity?

1 answered

  /  28 January 2019    85
I was retrenched in August 2015 and need to buy a property with some money left in my RA.
Retirement
Can I use tracker funds as part of a living annuity portfolio?

Can I use tracker funds as part of a living annuity portfolio?

1 answered

  /  17 January 2019    62
A combination of offshore index trackers, active funds and income funds can be a winning long-term strategy in a living annuity.
Investments Retirement
What’s better: investing in a 30-day notice account or unit trusts?

What’s better: investing in a 30-day notice account or unit trusts?

1 answered

  /  18 December 2018    202
A combination of income funds run by respected asset managers may be one of the safest forms of investment, other than cash.
Investments Unit Trusts
How do I get started with my financial planning?

How do I get started with my financial planning?

1 answered

  /  13 December 2018    54
Is it advisable to join the company's prescribed medical aid and retirement plans?
Retirement
How do I get my pension to last?

How do I get my pension to last?

1 answered

  /  12 December 2018    33
My pension resides on a Lisp via a living annuity. How do I achieve 5-8% growth, net of costs?
Retirement
My unit trust fund investment hasn’t accrued in value

My unit trust fund investment hasn’t accrued in value

1 answered

  /  23 August 2018    104
What should I do to ensure I get some income from this investment?
Investments Retirement Tax
How do I prepare financially for my child’s education?

How do I prepare financially for my child’s education?

1 answered

  /  22 August 2018    34
How much on average should you put away each month? 
Investments Personal Finance
I want to use some of my pension on debt and a deposit on a house

I want to use some of my pension on debt and a deposit on a house

1 answered

  /  10 August 2018    62
Where can I transfer the remaining funds without incurring too much tax?
Personal Finance Retirement Tax
What happens when I default on my RA payments?

What happens when I default on my RA payments?

1 answered

  /  8 August 2018    23
I've been contributing for 10 years, but haven't been able to pay the last three months.
Personal Finance Retirement
How should a 23-year-old invest their money?

How should a 23-year-old invest their money?

1 answered

  /  31 July 2018    145
Is a retirement annuity, unit trust, or tax-free savings account the way to go?
Insurance Investments Personal Finance Retirement Tax Unit Trusts
What is the best way to save/invest for an engagement ring?

What is the best way to save/invest for an engagement ring?

1 answered

  /  26 July 2018    32
Should I save a monthly amount in a bank account or invest it?
Investments Personal Finance

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