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Our Partners in the United States of America

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

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…

Five steps to withdrawing your retirement annuity from South Africa

| FinGlobal, Retirement annuities | No Comments
Relocating from South Africa and adjusting to life abroad can feel overwhelming, with an endless list of tasks to complete. From settling into a new culture to managing cross-border finances,…

Cashing in your SA retirement annuity – your options before and after emigration

| FinGlobal, Newsletter, Retirement annuities | No Comments
When planning your emigration from South Africa, fun and exciting tasks can come with your move, such as picking a new home, finding the right job that makes it worth…
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