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Committed to offering you expert advice throughout your journey.
Mark Setzen CPA, LLP
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Mark Setzen
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retirement-annuity-south-africa

Cashing in your South African retirement annuity before Age 55

| FinGlobal, Retirement annuities | No Comments
Quick answer: South African expats may access their retirement annuity before age 55 if they have ceased South African tax residency and maintained non-resident status for three consecutive years. For…
south-african-retirement-annuity

South Africans face three-year wait post-emigration to access retirement annuity savings in full

| Financial emigration, FinGlobal, Retirement annuities | No Comments
Many South Africans who have settled overseas for good want to tidy up their finances and move their South African retirement funds offshore. But the introduction of the two-pot retirement…
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…