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Q&A Topics > Retirement

Can I draw three months’ payment in a month from my living annuity?

29 Jul 2021
Since this is the anniversary month of your annuity you can elect for the drawdown to be paid annually, which would provide you with the liquidity you need – but there are a few things to be aware of.

Should I cash in my RAs and invest in living annuities?

22 Jul 2021
And does it make sense to buy another RA after one retires as I will be paying tax on my income from part-time work?

Should I leave my money in an overseas pension fund or transfer it to SA?

30 Jun 2021
If I leave it overseas, how will I be taxed on it?

Can you be evicted from a life rights retirement village for non-payment of levies?

29 Jun 2021
Firstly, interest will be charged on the overdue amount, then services may be disconnected or discontinued, then legal proceedings may be instituted. It is ultimately preferable to avoid getting into arrears.

Am I on track to achieve my retirement income goal?

24 Jun 2021
If not, what sort of shortfall am I facing and how much extra would I need to put away each month?

How should I manage a maturing retirement annuity?

22 Jun 2021
The key fundamental is to make sure you understand your goals, and to map them to an investment strategy within different product vehicles.

How can I invest R15m to get a monthly income of R50k?

17 Jun 2021
Retirement planning isn't something that can be done once; it's an individual investment discipline that considers the relevant facts on an ongoing basis.

With R800K, what monthly income can I expect if I want an income until I pass on?

2 Jun 2021
And will the balance fall away when I pass on?

Why can I not make a charity a beneficiary of my retirement annuity?

1 Jun 2021
Primarily because the Pension Funds Act requires that the death benefit be paid to your financial dependants.

Why do I have to wait until 55 to withdraw from my RA?

27 May 2021
It's the youngest age at which a retirement fund member can legally retire according to the Pension Funds Act.

Is it a good idea to use investment property as my pension fund?

19 May 2021
New pension law about the one-third lump sum is a hindrance if I decide to leave SA.

Is making a withdrawal from my preservation funds the best option for me?

18 May 2021
The overall liquidity of your investment portfolio should be considered when deciding whether to withdraw from a fund and purchase a living annuity.

What will happen to my retirement savings if I elect not to buy a life annuity?

13 May 2021
In most cases your retirement fund will simply remain invested, in the same structure and format as before.

Is now a good time to buy a fixed annuity?

12 May 2021
In addition to the rates currently being offered, it’s advisable to consider whether a life or living annuity will be the best strategy for you.

Is it possible to get back my retirement fund that was attached by Sars?

6 May 2021
You are entitled to request reasons from Sars regarding the deduction and to object to those reasons if you feel they are not valid.
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