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Q&A Topics > Retirement

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.

No tax relief for voluntary payments to German social pension: was this right?

5 May 2021
It would make no sense for Sars to provide tax relief for contributions to a retirement fund registered outside of the country.

Will I have to pay penalties for transferring my RA?

22 Apr 2021
Can the company enforce its terms and conditions without a signed contract?

Which tax-free investment account should I consider?

21 Apr 2021
If you are looking for a low-cost tax-free investment account, you should consider the one in the form of an ETF (exchange-traded fund).

Under the new pension regulations, can you borrow money from your provident fund?

15 Apr 2021
You can borrow funds to buy a property, renovate a property, pay off a housing loan, or to guarantee a housing loan. You cannot use the funds for any other purpose.

Can I transfer my GEPF pension fund into a private living annuity at retirement?

14 Apr 2021
If so, are there any tax consequences to consider?

What should I consider when purchasing an annuity?

7 Apr 2021
And what costs should I expect to pay?

How much do I need to invest for a monthly income below the tax threshold?

25 Mar 2021   /  2 answered
Two advisors tackle this reader's question.
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