Retirement Guide: Part 5

2016-11-23 11:55

Jeanette Marais, director of distribution and client service at Allan Gray, answers questions about retirement annuities in Part 5 of our Retirement Guide.

Zuma signs law to appease provident fund members

2016-05-24 10:26

President Jacob Zuma has signed the Revenue Laws Amendment Act into law to postpone annuitisation for provident funds, the National Treasury has announced.

Retirement annuity is not a dirty word

2015-10-30 07:50

The new generation RAs which are backed by unit trusts are a lot more transparent and don’t charge you upfront commissions.

How can I access my R600k RA tax free?

2015-04-23 02:58

A Fin24 user who has contributed more than 15% into a retirement annuity seeks advice on the best option to access these funds at retirement, possibly tax free.

Questions about a 'forgotten' retirement annuity

2014-11-18 13:22

A Fin24 user wants options regarding his mother's "forgotten" retirement annuity and advice for his father, who does not believe in investments and policies.

Merging two retirement annuities

2014-01-09 17:13

A Fin24 user wants to know if he could merge his retirement annuities in order to save costs.

Moving retirement annuities

2013-09-09 17:02

A Fin24 user with two retirement annuities is thinking of moving them.

How much will my RA be worth?

2013-03-28 15:50

A Fin24 user wants to know how much the retirement annuity he took out in 2010 will be worth when he retires at the age of 55.

Gordhan's National Budget Speech

2013-02-27 15:38

Read the full 2013 National Budget Speech document delivered by Finance Minister Pravin Gordhan.

Am I on the right investment track?

2012-08-31 14:06

An expert assesses an anxious young Fin24 user's portfolio.


Find out where 40% of your retirement investment could be going

2016-08-16 12:04

In an exclusive interview on the 19th of August 8AM, we talk to 10X CEO Steven Nathan about the effects your fees actually have on your retirement investment.

Take advantage of 'RA season'

2016-02-16 12:56

Tax payers will get the chance this February to reduce their income tax by making a top-up contribution to their retirement annuity.

Closing the loophole on retirement annuities and estate duty

2015-05-14 07:49

In 2008, the maximum age at which you could contribute to a retirement annuity was removed and retirement fund benefits were excluded from the dutiable estate.

Nic Oldert: Learn from my Old Mutual disaster

2015-04-13 15:39

Nic Oldert underlines the reason to be wary of the alluring income tax deductions, as well as why it may be a very good idea to take another look at your old RAs.

Options regarding more than one RA

2014-06-11 17:01

A Fin24 user wants to rebalance his asset allocation and is not sure about starting a second retirement annuity.

How beneficial is rolling RAs into one?

2013-10-08 12:26

A Fin24 user who is close to retirement wants to know if consolidating his retirement annuities into a single entity is beneficial.

Emigrating - can I take my pension funds?

2013-03-28 17:15

A Fin24 user who is leaving the country permanently wants to know the legalities around his retirement savings.

RA options unpacked

2013-03-28 15:26

A breakdown of the pros and cons of various retirement annuity types.

RA: a good option close to retirement?

2012-09-11 09:55

A Fin24 user two years from retirement wants to know if a retirement annuity would be a wise investment choice.

Keeping rising RA costs at bay

2012-05-07 07:42

As retirement annuities become pricier, a fund manager offers ideas on how to make the best of a tricky situation.

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