Why can’t I withdraw from my Retirement Annuity?
It happens to us all. A financial crunch hits, and we start thinking about the funds we’ve squirreled away in our retirement annuities. Being able to cash in your retirement annuity might help you out of a pickle today but would leave you in even more of a pickle in...
Emigrating from SA after 55 – the tax implications you need to know about
One of the most exciting things about retiring is that it’s a whole new chapter of possibilities. Usually by now the kids have grown and moved out of a house that’s paid off. What comes next? That’s entirely up to you. While there’s probably very little stopping you...
Clearing up misconceptions around South African retirement savings and moving abroad
There has been much confusion in the expat community since the concept of formal emigration through the South African Reserve Bank was phased out, effective 01 March 2021. These changes seem to have raised more questions than they’ve answered, so we’ve put together...