Our partners in the United States of America

Committed to offering you expert advice throughout your journey.

Our partners in the United States of America

Committed to offering you expert advice throughout your journey.
Mark Setzen CPA, LLP
TAX ADVICE

Mark Setzen
mark@marksetzencpa.com
+1 650 473 9447

tax-emigration-south-africa

How and when you can access your retirement annuity when living abroad

| FinGlobal, Retirement annuities | No Comments
If you’ve invested in a retirement annuity in South Africa, you’ve already made a smart move for your financial future. These investments come with great tax benefits and help you…
tax-on-retirement-annuity-withdrawal-south-Africa

What does policy surrender mean for expats looking to cash in their South African RAs?

| FinGlobal, Pension fund, Retirement annuities | No Comments
If you’re a South African expat, you’ve probably got more than one loose end left back home - especially when it comes to your retirement savings. Whether we’re talking retirement…
two-pot-retirement-system

Expats and the two-pot retirement system – what are your withdrawal options?

| FinGlobal, Newsletter, Retirement annuities | No Comments
South Africa’s two-pot retirement system came into effect on 1 September 2024, marking a major shift in how retirement savings are managed, accessed, and preserved. Whether you’re living abroad or…