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Articles tagged as "retirement annuity"

Get your affairs in order during National Wills Week

By Jaya Leibowitz on 26 Oct 2020

It is difficult to confront our mortality, but the fact is that we are all going to die one day and leave our loved ones behind. As a result, it is important...

Building a legacy: Part 1

By Noluyolo Betela on 15 Sep 2020

Achieving financial freedom and building a lasting financial legacy is a goal for many South Africans. In the first of a two-part Zoom webinar, hosted by...

Making the most of personal tax incentives

By Carrie Norden on 12 Feb 2020

After spending decades nurturing their careers, most people hope to enjoy the fruits of their labour in the form of a sustainable income in retirement. Makin...

Make the most of your tax benefits

By Carla Rossouw on 29 Jan 2020

The South African Revenue Service (SARS) has put several tax incentives in place to encourage us to save more for our retirement and other long-term goals. Y...

How to save for retirement when you work for yourself

By Ray Mhere on 12 Nov 2019

Driven by the desire for greater flexibility, and improvements in technology, many skilled workers are turning to the gig economy to earn a living. Working...

How to bring conversations about saving out of the closet

By Saleem Sonday on 16 Aug 2019

Talking about finances at work can seem like a taboo subject, especially given that conversations about salaries, bonuses or saving for retirement usually ta...

Retirement planning in reality

By Leaveil Des Fountain on 24 Jul 2019

To truly break the cycle of poverty and start creating generational wealth, young working professionals need to prioritise saving for retirement. Leaveil Des...

Planning for retirement in the gig economy

By Tamryn Lamb on 21 Jun 2019

Millennials are revolutionising the way we work as they embrace the flexibility and independence of the gig economy, but what does this mean for their...

The ultimate human race

By Belinda Carbutt on 31 May 2019

As investors there is a lot we can learn from marathon runners that can assist us with our own “ultimate human race” – the challenge of retiring financially...

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

By Carrie Norden 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 prevent a financial day zero

By Belinda Carbutt on 12 Nov 2018

Over the past year, Western Cape residents have had to envisage a future without running water and adapt their lifestyles accordingly. They have rallied...

How to maximise tax benefits before the end of the tax year

By Carla Rossouw on 24 Jan 2018

The end of February is the end of the tax year. Carla Rossouw explains why this is a good time to take maximum advantage of the incentives the government has...

PART 5: What should I invest in?

By Mthobisi Mthimkhulu on 17 Oct 2017

Tax and law are wrapped around every investment product. Knowing the rules can help you choose the right product for your needs...

Tax season: Your top tax investment questions answered

By Carla Rossouw on 06 Oct 2017

Confused about how to report on your investments to SARS? With the 2017 tax season in full swing, now is the time to get your documents ready.

Retiring or withdrawing? Think carefully before sending us the form

By Carrie Norden on 05 Sep 2017

After a lifetime of work retirement is often a welcome change of pace, but many people rush into a decision to retire or withdraw from their retirement fund....

How to maximise tax benefits before the end of the tax year

By Carla Rossouw on 31 Dec 2016

Every year at around this time – ahead of the end of the tax year in February – we remind investors to think about taking advantage of some of the incentives...

How can I earn higher returns and pay less tax?

By Richard Carter and Jeanette Marais on 30 Jun 2016

Tax has a significant impact on the returns of your investment. If, like most of us, you would like to see more return in your account and less in the hands ...

How to save for a comfortable retirement

By Wanita Isaacs on 31 Mar 2016

How much is enough to save for a comfortable retirement? Wanita Isaacs unpacks the concepts of ‘enough’ and ‘comfortable’ in the context of this distant,...

What you need to know about the retirement fund changes

By Richard Carter on 25 Feb 2016

National Treasury is making changes to retirement legislation to encourage investors to save more for their retirement and to improve the alignment between t...

February: Don’t miss out on your 2015/2016 tax breaks

By Jeanette Marais on 18 Feb 2016

The end of the tax year is fast approaching – but there is still time to take advantage of some of the incentives the government has put in place to encourag...

Empower your staff with a Group RA

By Belinda Carbutt on 15 Dec 2015

Employers who illustrate to their staff that they care about their futures by providing them with retirement savings solution, along with investor education,...

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