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Can value loss in pre-retirement investments normalise after upswings?

The optimal solution is a well-thought-out balancing act.

Can I get tax benefits from contributing to my kids’ RAs?

Considerations when contributing toward retirement annuities and other long-term investments for your children.

How do I choose the best living annuity, return-wise?

Avoid picking funds purely on performance – simply going for last year’s winners or losers isn't a fund-selection process.

How will I be taxed on unit trust withdrawals?

Local unit trusts generally attract dividend and interest taxes and possibly capital gains tax on withdrawal.

Do I still pay my RA advisor’s fees if he’s no longer practising?

The fee would not automatically stop, but you do have options.

I’m 69 and working. How do I gain more tax relief?

A look at how to benefit from medical aid and retirement annuity contributions.

Do the default regulations allow me to transfer my pension fund?

Yes – but consider investment fees, fund performance, risk tolerance and investment horizon.

How do I become debt-free?

If the interest rate on your car loan is higher than that of your home loan, consider using your access bond to pay off your vehicle in full.

How do I best invest my R6m lump sum from the RAF?

Consider the emotional benefits of owning your own home without the anxiety of paying off a bond.

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

Changing investment strategies based solely on market performance is not advised, especially in retirement.

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

There are tax implications to consider.

Are my pension plans wise?

After taking out my pension to pay off my bond, I want to invest the rest in an annuity for life once fully retired.

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

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?

Will my minor grandchild be able to register as a taxpayer?

How can I reduce the costs of my living annuities?

I have three living annuities and their performance has been dismal due to the state of the economy.
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