retirement

March 18, 2024

How to sidestep common retirement savings mistakes

Saving for retirement is a crucial aspect of financial planning, yet it is fraught with challenges and pitfalls, especially in a dynamic economic landscape like South […]
July 21, 2023

Tax breaks for retirement funding

While there are very few tax breaks for individuals, some huge ones are available for retirement funding. Retirement tax breaks in South Africa are designed to […]
March 24, 2023

Retirement planning – Distributing retirement fund death benefits

Allocating death benefits, and determining appropriate methods of payment. Once the board of trustees has determined the beneficiaries and is satisfied that its proposed allocation is […]
October 11, 2022

Retirement and your ‘second wind’

With improved healthcare and the trend towards healthier lifestyles, many people are living to a ripe old age.  Make sure that your money lasts as long […]
August 15, 2022

Your retirement ‘gift’ to SARS

Tax payable on your retirement lump sum In last month’s issue of Tax Breaks, we dealt with the tax treatment of retirement lump sums when one […]
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