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Retirement annuities: Answers to frequently asked questions

You can stop contributing to a unit trust RA at any time, without any fees or penalties.

A decade encapsulated

As a new decade dawns, we look at a few major international, regional and local headlines that gripped the last decade. These were headlines that shocked us, made us laugh, dance, cry, emotional, enriched us and above all made us united as a true rainbow nation when our boys lifted the Webb Ellis Cup right

Was cash king in 2019?

Staying the course is vital.

Making sense of tax-free savings accounts

A TFSA should be viewed as a long-term savings vehicle.

Bumper 2019 for global markets -where to for 2020

Why going offshore is considered a key part of investment strategies.

What happens when your spouse dies?

You may face financial challenges if you don't understand the impact of your marital property regime.

Retirement annuities: Tax-efficient, long-term investment vehicles

RAs are exempt from tax on dividends and interest, and no capital gains tax is paid on investment growth.

Healthcare costs in retirement: Don’t rely on wishful thinking

Ill-health goes hand-in-hand with ageing.

Using retirement annuities optimally to build long-term wealth

A look at the advantages of unit trust RAs.

Upsizing your home: Beware the associated costs

If you're selling your primary residence and the profit from the sale is above R2 million, 40% of the net capital gain is added to your annual taxable income.

The honeymoon is over: Money management advice for newlyweds

Tips for a happy financial future together.

Ten financial resolutions for 2020 and beyond

If you are trapped by debt, paying your debt should be your top priority.

December 2019 Economic Update

The rand had an estimated 4.5% rally in December.

Five things you can do now to improve your money situation, and your life, in retirement

Tips to help you adjust to retirement better so you can feel fulfilled and happy.

An ongoing process: Teaching teenagers the value of money

Teaching financial responsibility is one of the most important gifts you can give your teenager.
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