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Should I withdraw my investments to invest in RSA retail savings bonds?

3 Jun 2020
You may find that your asset allocation in your current unit trust is appropriate to support your long-term needs.

Was the tax calculation on my pension withdrawal correct?

21 May 2020
You need to determine whether you've made any previous withdrawals that would have impacted how you've been taxed.

How should I tackle divorce debt on my pension fund?

12 May 2020
It is important to have a holistic view of your entire balance sheet before making a decision.

Could I lose my pension during this coronavirus crisis?

UPDATE
5 May 2020
And would it be better to cash out or preserve it?

My investment has lost R250k. How can I avoid more losses?

29 Apr 2020
Your decision to withdraw from your RA should not be based solely on the drop in your investment value or the returns promised by a fixed deposit.

Can I capitalise on the bear market by doing an RA/LA swop?

23 Apr 2020
Retirement annuities, living annuities – any investment decision should be considered within the requirements of a financial plan.

Is it wise to invest all my retirement savings offshore?

21 Apr 2020
Not if you are planning to retire in South Africa.

How can I save to live independently?

10 Apr 2020
Use the opportunity of not paying rent at this time to be able to save for the shorter term.

Can I still invest in an RA at 50?

9 Apr 2020
Yes, there is no age limit on retirement annuity contributions.

Is there a tax benefit to purchasing an RA with my retirement lump sum?

3 Apr 2020
Investing your retirement cash lump sum withdrawal into a retirement annuity could prove to be very beneficial.

Is putting my pension in a money maximiser account best?

2 Apr 2020
Holding your pension fund in cash for an indefinite period could lead to longevity risk in your investment capital.

Should my mom purchase a retirement property using a trust?

12 Mar 2020
The decision will have to take into account various factors particular to both the individual and the larger family.

Can I claim back for tax on my RA payout?

6 Mar 2020
No contributions to any tax-deductible investment product can result in you receiving tax back from Sars.

What’s the best low-risk, income-generating investment for a retiree?

14 Feb 2020
Structuring a retirement income product is one of the most important investment decisions you'll make.

I’m 52 and haven’t saved enough for retirement. Is it too late?

12 Feb 2020
Asset allocation will play a big role in your investment/retirement outcome.
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