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Can I transfer my funds out of a loss-making annuity?

Can I transfer my funds out of a loss-making annuity?
26 April 2019 / Richus Nel
Changing investment strategies based solely on market performance is not advised, especially in reti...
Should I use my provident fund to buy property and rent it out?

Should I use my provident fund to buy property and rent it out?

Trevor Lee / 25 April 2019
There are tax implications to consider.
Are my pension plans wise?

Are my pension plans wise?

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

Which unit trusts should my children invest in?

Mags Heystek / 4 April 2019
Having a long-term view and being overweight in offshore funds is probably best.
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?

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

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

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

How can I reduce the costs of my living annuities?

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

How best do we protect our retirement capital?

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

How do I invest my pension when I retire?

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

How do I invest for more income?

Sonia du Plessis / 8 February 2019
And what is a safe amount to draw each month?
How do I start a share portfolio?

How do I start a share portfolio?

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

How can I access part of my annuity?

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

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

Andre Basson / 17 January 2019
A combination of offshore index trackers, active funds and income funds can be a winning long-term strategy in a living annuity.
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?

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

How do I get started with my financial planning?

Alexander Babich / 13 December 2018
Is it advisable to join the company's prescribed medical aid and retirement plans?

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