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Retirement

Why am I not allowed to withdraw money from my RA?

18 May 2022
Because of the tax benefits you get from government in return for saving for your own retirement – but you will have the option of taking up to a third out in cash at age 55.

Can I make a second withdrawal from my preservation fund?

UPDATE
4 May 2022
It depends on your age – you may only make one withdrawal from your preservation fund prior to the age of 55.

Can a non-resident withdraw their full RA at 55?

13 Apr 2022
And will it be treated as a withdrawal benefit or a retirement benefit?

Can I borrow funds from my RA to renovate an unbonded property?

12 Apr 2022
The only time you can access these funds before reaching age 55 is in the case of ill-health or financial emigration.

Can I get a percentage of my husband’s preservation fund in our divorce settlement?

5 Apr 2022
If so, how much? We were married in community of property.

Can I invest in another RA at 60?

UPDATE
23 Mar 2022   /  2 answered
Two advisors answer this reader's question.

How do I calculate what to invest in an annuity at 35, to get around R25m at 65?

25 Jan 2022
There is a user-friendly online tool, and it’s advisable to generate several scenarios based on different assumptions.

Which platform offers a living annuity that can be optimised for offshore exposure?

19 Jan 2022
Unfortunately, many of the larger investment platforms have reached their offshore asset capacity on their life licences.

Can I transfer my RA offshore?

14 Jan 2022
No – but you can get offshore exposure.

Can I cancel my provident preserver policy and withdraw everything?

10 Jan 2022
Your options depend on whether you are younger or older than 55.

My husband got a preservation fund after I signed divorce papers. Should I sue him?

15 Dec 2021
Legal remedies are available, but will require an amended divorce order to include the division of your ex-husband’s pension interest.

Which investment is best for siblings saving to assist their dad in his old age?

7 Dec 2021
What happens to the share of one sibling should they pass or to the investment in regards to their estate?

At 35, would a five- or 10-year RSA Retail Bond be a good investment?

2 Dec 2021
Retail bonds are good solutions for retired individuals who need the income and who receive additional tax rebates.

I have had to take early retirement: what are my options?

1 Dec 2021
Should I focus on investing disposable income in retirement products that reduce my tax profile, or should I invest in growth assets to get back forgone capital then draw an income from there?

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