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Can I use an RA to reduce my tax liability in retirement?

7 Feb 2020
Few people realise that there is no age limit to continue to place capital into a retirement annuity.

Should I keep my life savings in my bond?

4 Feb 2020
The question of paying off debt or contributing to retirement savings is something many South Africans wonder about.

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

23 Sep 2019
The optimal solution is a well-thought-out balancing act.

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

19 Sep 2019
Considerations when contributing toward retirement annuities and other long-term investments for your children.

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

5 Sep 2019
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?

7 Aug 2019
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?

29 Jul 2019
The fee would not automatically stop, but you do have options.

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

25 Jul 2019
A look at how to benefit from medical aid and retirement annuity contributions.

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

24 Jul 2019
Yes – but consider investment fees, fund performance, risk tolerance and investment horizon.

How do I become debt-free?

19 Jul 2019
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?

29 Jun 2019
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?

26 Apr 2019
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?

25 Apr 2019
There are tax implications to consider.

Are my pension plans wise?

8 Apr 2019
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?

1 Apr 2019
I have R6 million to invest for retirement income: which option is best?
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