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Articles tagged as "retirement annuity"

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 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...

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...

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