Moneyweb
MENU
Moneyweb
 
  Create account Free   Newsletters Free   Insider Gold R70pm   Insider Pro Advisors   Support journalism
Click an
ADVISOR
Home    MyMoney

Retirement

The latest Retirement articles on Moneyweb.
Withdrawing from that one pot will cost you dearly …
5

Withdrawing from that one pot will cost you dearly …

16 Sep 2024 /  Adriaan Kruger
You will pay tax and lose the compound returns on the money you take now, with the result that your retirement fund will be as much as 10 times lower than the withdrawal....
Living annuity balance: How to draw an income without draining your capital
Money Rules Podcast
2

Living annuity balance: How to draw an income without draining your capital

13 Sep 2024 /  Boitumelo Ntsoko
Marius Fenwick of WealthUp discusses the risk factors contributing to capital depletion and how investors can mitigate these.
Working into your 70s is new norm in Japan that may spread to rest of world
5

Working into your 70s is new norm in Japan that may spread to rest of world

7 Sep 2024 /  Erica Yokoyama, Bloomberg
Japan has some of the longest lifespans in the world, with men living an average of 81 years and women 87 years.
Sanlam expects ‘modest’ two-pot outflows

Sanlam expects ‘modest’ two-pot outflows

6 Sep 2024 /  Adriaan Kruger
But insurer sees improved asset accumulation in the long term through increased preservation.
What’s the best way to increase my foreign investment exposure?
READER QUESTION

What’s the best way to increase my foreign investment exposure?

4 Sep 2024 /  Wayne Stevens
Start by getting an indication of your asset allocation across your total investment portfolio, then consider the following …
Is it advisable to shop around for retirement advice?
READER QUESTION
3

Is it advisable to shop around for retirement advice?

3 Sep 2024 /  Marius Fenwick
It is, but what you should shop around for may not be what you intend to shop for …
It’s D-day for the two-pot retirement system
8

It’s D-day for the two-pot retirement system

2 Sep 2024 /  Liesl Peyper
The much-vaunted reforms are now effective.
How can we ensure our Australian child can access their portion of our living annuity?
READER QUESTION

How can we ensure our Australian child can access their portion of our living annuity?

30 Aug 2024 /  Suzean Haumann
There are three options, with one being preferable …
Two-pot: Unpacking the economic implications
1

Two-pot: Unpacking the economic implications

29 Aug 2024 /  Ndivhuho Netshitenzhe
The new retirement system is likely to have unintended short-term as well as long-term consequences for the economy, both positive and negative.
Absa expects R78bn in two-pot withdrawals in first year
UPDATE
10

Absa expects R78bn in two-pot withdrawals in first year

29 Aug 2024 /  Suren Naidoo
Stanlib is more conservative, pegging it at around R50bn.
The potential of SA’s new pension rules

The potential of SA’s new pension rules

28 Aug 2024 /  Adrian Saville
Australia, Chile and Singapore show how personal savings can grow the economy.
No tax registration, no two-pot withdrawal – Sars
3

No tax registration, no two-pot withdrawal – Sars

24 Aug 2024 /  Liesl Peyper
If a pension fund member is not registered for personal income tax, the request for a tax directive will be rejected, says the Revenue Service.
Two-pot: Are funds accumulated in my provident fund since 2005 vested or not?
READER QUESTION
1

Two-pot: Are funds accumulated in my provident fund since 2005 vested or not?

22 Aug 2024 /  Nelis Brink
And will I be able to access the money as cash before I buy an annuity?
Should I halt contributions to my funds or resign to avoid two-pot?
READER QUESTON

Should I halt contributions to my funds or resign to avoid two-pot?

14 Aug 2024 /  Nelis Brink
Both are options, but they have long-term effects that you need to consider before deciding. Here are a few …
How can I minimise tax on my retirement income?
READER QUESTION
2

How can I minimise tax on my retirement income?

13 Aug 2024 /  Nelis Brink
Here a few strategies to help manage tax liabilities while optimising investment growth and retirement savings.

ADVISOR VIEWS

Tax-smart with retirement annuities: Excess contributions calculation

16 Sep 2024 / Ernst van Biljon
Ernst van Biljon

WATCH: Tax saving strategies at retirement – Part 2

13 Sep 2024 / Munaf Mukadam
Munaf Mukadam

Why you shouldn’t rush to compete in one of the most dangerous sports in the world

13 Sep 2024 / Hardi Swart
Hardi Swart

A hard or soft landing?

12 Sep 2024 / Matthew Matthee
Matthew Matthee
Go to Click an Advisor  

Subscribe to our mailing list

* indicates required
Moneyweb newsletters

Instrument Details  

You do not have any portfolios, please create one here.
You do not have an alert portfolio, please create one here.
INSIDER SUBSCRIPTION APP NEWSLETTERS PODCASTS RADIO / LISTEN LIVE VIDEOS WEBINARS TRENDING

Follow us:

Search articles:
Search JSE companies:
  Unit Trusts
  SENS
  Financial Advisors