Lastest News on Retirement

How are lump sums taxed at retirement?

August 31, 2023

How are lump sums taxed at retirement? All lump-sum withdrawals from tax-incentivised savings are taxed on the same basis, less … Read more

August 23, 2023

How much should you take as a retirement fund lump sum? There is no perfect formula that would be right … Read more

August 15, 2023

Col 5: Ageism lurks in the financial services industry Ageism discrimination in South Africa is basically ignored by many institutions … Read more

August 12, 2023

Col 4: Women are at a disadvantage There are very sound reasons for Women’s Day. Women are at a disadvantage … Read more

August 8, 2023

Discussion on some of the themes covered in the 3rd edition of the Ultimate Guide to Retirement in South Africa … Read more

July 30, 2023

Col 3: Charitable foundations are not necessarily good This column is a little unusual as seemingly it has little … Read more

July 23, 2023

Col 2: Low-income members The two-pot system is great, but it is debatable whether many lower-income individuals should even be members … Read more

July 13, 2023

Col 1: The “two-pot” retirement savings system The “two-pot” retirement savings system, to be known as the two-component system, has, … Read more

July 11, 2023

Discussion on the 3rd edition of The Ultimate Guide to Retirement in South Africa By Tinus de Jager (RSG Geldsake) … Read more

July 10, 2023

Achieve your dream retirement with ‘The Ultimate Guide to Retirement in South Africa’ A look at why this book is … Read more