A retirement annuity is a great, tax-efficient way to save for your retirement, but they do come with certain rules.
Category - Retirement
We answer some reader questions about retirement funding: some want to invest, and others want to cash out. We look at the pros and cons.
If you’re thinking about cashing in your retirement fund or starting one, listen to Maya and Mapalo as they answer reader questions.
GEPF members have been better off than those in a private pension.
There are two main options when it comes to purchasing an annuity income: a guaranteed life annuity or a living annuity.
In his budget address on 20 February 2019, Finance Minister Tito Mboweni announced an early retirement scheme for public servants whereby members of the GEPF could take early retirement from the fund without penalties.
What happens when you move your existing RA to another provider on the advice of a financial adviser but the exercise ends up costing you money?
One of the great frustrations for retirees is the fact that they usually pay tax on their retirement income despite having paid tax during their working lives.
If you have been diagnosed with breast cancer, you may qualify for a higher income in retirement.
History repeatedly shows us that markets recover from bad periods and that investors who ride out the tough times tend to do much better than those who sell out of the market.
Does it not seem a little odd that you don’t feel you can discuss your concerns about your finances with your trusted financial adviser?
What Retirement Benefits Counselling would mean to retirement fund members and the financial advice industry.