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Articles tagged as "Living Annuity"

Don't let your hard-earned savings go unclaimed

By Tim Molloy on 29 Jul 2019

According to reports, more than R17bn lies potentially unclaimed in unit trusts and policies. Tim Molloy explains how you can ensure this doesn’t happen to...

Is there any tax benefit in saving over the annual tax deductible amount towards retirement?

By Carrie Furman on 05 Feb 2019

One of the key benefits of investing for retirement using a retirement fund is the generous tax deduction for contributions, subject to a maximum of 27.5% of...

How to make your retirement savings last: Common myths debunked

By Shaun Duddy on 01 Jun 2018

There are many risks that need to be overcome to ensure that retirement savings last, says Shaun Duddy, including longevity, inflation and investment risk. I...

How to achieve a sustainable retirement income

By Shaun Duddy on 23 Nov 2017

Shaun Duddy discusses how to meet and manage risks while drawing a stable income in retirement. He explains why investing at least 50% in growth assets is a...

Retirement fund withdrawals and tax

By Carla Rossouw on 06 May 2014

The 2014 National Budget introduced changes to the retirement tax table. From 1 March 2014, the tax-free amount members and beneficiaries can take as a lump...

Make sustainability a priority when planning your retirement income

By Richard Carter on 29 Oct 2012

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

By Richard Carter on 30 Sep 2012

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

By Richard Carter on 31 Mar 2011

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...

Capital Gains Tax and how it affects unit trust investors

By Rob Formby on 31 Mar 2010

At Allan Gray, we focus on managing your investments. We acknowledge that there are important aspects of investing - such as tax on your investments - that a...

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