Treasury takes aim at savings costs
Compulsory fund preservation and simplifying products are among the options highlighted in the treasury's discussion document.
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Retrenchment benefits increase
Those facing retrenchment or retirement can look forward to better tax breaks from this year.
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RA's: Paying for no advice
Beware of throwing the baby out with the bath water.
Don't short change your retirement because you are unhappy with your adviser.
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Don't let your RAs disguise over-diversification
Dust off your retirement annuities, scrape away the wrapper and take a long look at the underlying investments, says Imara Asset Management.
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How to bank a 5% real return
At worst the market will give you a return 5% above inflation in the long-term, yet 95% of fund managers have failed to match this.
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Advice on my retirement plans
Where should I invest my lump sum to provide an income in retirement?
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Can I switch unit trusts in my RA?
Use the opportunity to rebalance your portfolio but not to chase returns.
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Is an RA worth it if you are emigrating?
You are taxed on the growth when you cash in, so you need to do your maths carefully. But higher contributions due to tax breaks makes a difference.
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Time in the market, not timing the market
How R50 a month turned into R630 000.
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Ten reasons to invest in a retirement annuity
Tax breaks make a retirement annuity attractive -- but that's not the only advantage.
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