
Articles tagged as "Income"
How to keep the lid on lifestyle creep
In recent years, central banks have grappled with curtailing inflation and easing interest rates at a reasonable pace.
How SARS has changed tax for annuitants
The South African Revenue Service recently changed the way tax is calculated for living annuitants. Carrie Norden discusses the rationale behind this change...
Should I invest 45% of my portfolio offshore?
In the February 2022 Budget speech, the National Treasury announced significant changes to the framework that governs how much of South African retirement...
How to manage your living annuity in uncertain times
Presenting via Zoom webinar, Shaun Duddy discusses the “Rule Book” for managing your living annuity over the long term and interrogates whether these rules...
Q&A: What’s on your mind about the Allan Gray business?
We field a lot of questions from clients and advisers each week. Earl Van Zyl offers some answers to questions that are coming up frequently.
Make financial planning a priority in 2013
Research from the US1 shows that financial planning is a critical factor separating those who are on track to meet their financial goals and those who are...
Make sustainability a priority when planning your retirement income
Over the last 20 years pension funds have increasingly passed the responsibility for generating income after retirement on to retirees and insurers, rather...
Planning for income post retirement
If you are knocking at 60's door and fall into the small minority of South Africans who have saved enough to retire comfortably, you may be planning your...
Living annuities for life
Living annuities need to provide an income stream for life. This means that the asset allocation in your living annuity investment should be aimed both at...
The role dividends play in generating returns
In the previous edition of the Quarterly Commentary, Richard Carter and Roenica Botha demonstrated the importance of reinvesting income distributions from un...