by adminfwc | Oct 15, 2024 | Financial Planning, Investment
100 – How to ensure that your emergency fund grows Question I retired five years ago and have around R1 million in my bank account that I use as an emergency fund to pay for any unexpected expenses. Since I retired, I have withdrawn about R100 000. Is there a...
by adminfwc | Sep 24, 2024 | Estate Planning, Financial Planning, Offshore
108 – How to make it easy for your heirs to inherit foreign shares Question I retired three years ago, with half my income coming from my company pension fund and the other half from interest from investments. I am paying tax at a rate of 41%. Is there anything...
by adminfwc | Sep 24, 2024 | Financial Planning, Life Cover
109 – What risk cover does a young person need? Question I retired three years ago, with half my income coming from my company pension fund and the other half from interest from investments. I am paying tax at a rate of 41%. Is there anything that I can do to...
by adminfwc | Sep 24, 2024 | Retrenchment
110 – What to do if you get retrenched Question I retired three years ago, with half my income coming from my company pension fund and the other half from interest from investments. I am paying tax at a rate of 41%. Is there anything that I can do to reduce this...
by adminfwc | Sep 24, 2024 | Retirement
111 – What lump sum should you take from your retirement fund Question I will be retiring soon and am entitled to take a lump sum of R2 million from our pension fund. I believe that we can take a lower lump sum in order to get a higher pension. What would you...
