Retirement

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How Retirement Funds Are Dealt with in Divorce:

How Retirement Funds Are Dealt with in Divorce: Navigating Complex Financial Decisions Across Different Marriage Types
Navigating Complex Financial Decisions Across Different Marriage Types By Jonathan Theunissen, CFP ® Divorce is never easy, and when retirement funds are involved, the financial complexities can add additional stress. In South Africa, the treatment of retirement products during divorce is governed by a series of legislative provisions, including the Divorce Act 70 of 1979,[...]
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Lasting Wealth: How to Stretch Your Retirement Savings

Lasting Wealth: How to Stretch Your Retirement Savings
by Katlego Mei, CFP® Making your retirement savings last longer is a concern for many retirees, especially in South Africa, where economic pressures can significantly impact financial stability. With careful planning and strategic management of your finances, you can enhance the longevity of your retirement savings. Here are several effective strategies to help you achieve[...]
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Benefits and Risks of Living Annuities and Life Annuities

Benefits and Risks of Living Annuities and Life Annuities
Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Retirement is a significant life transition that comes with many uncertainties and decisions. You need to consider your income needs, how you want to spend your time, and where you want to settle. Additionally, shifting from contributing to investments to drawing income from them requires a major mental adjustment.[...]
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Navigating the Two-Pot Retirement System: Integrating It into Your Financial Plan

the two-pot system
Katlego Mei CFP® – Financial Planner We are halfway through the year, and the time is approaching when the two-pot system will become effective. The introduction of the two-pot retirement system on September 1, 2024, aims to provide retirement fund members with more control and flexibility over their retirement investments. This system allows you to[...]
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