by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Retirement
155 – MAKING YOUR RETIREMENT INVESTMENTS WORK FOR YOU Question I am concerned about the safety and security of our investments in South Africa. We do not intend emigrating but would like to ensure that we protect our assets. Answer Your problem is not unique....
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Offshore
156 – HOW TO REDUCE THE RISK OF HAVING ALL YOUR INVESTMENTS IN SOUTH AFRICA Question I am concerned about the safety and security of our investments in South Africa. We do not intend emigrating but would like to ensure that we protect our assets. Answer South...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Retirement
158 – GETTING MORE BANG FOR YOUR BUCK WITH YOUR RETIREMENT MONIES Question I read with interest your recent article in the DM regarding retirement options. I retired 3 years ago and have the following retirement income sources: Invested Amount Monthly income...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Tax
159 – ENSURING ALL IS IN ORDER FOR WHEN YOU’RE NO LONGER AROUND Question My wife and I are in our mid-80s. I am not in very good health, and I would like to leave my affairs in the best possible order should I die before my wife. Our house is in my name...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Offshore
160 – TAX-EFFICIENT WAYS OF BEQUEATHING OFFSHORE ASSETS Question I recently joined a company that has a group retirement annuity scheme. We all have our own retirement annuities, and the company pays the premiums with half of it coming off our income as a salary...
by adminfwc | Nov 20, 2024 | Estate Planning, Financial Planning, Investment, Tax
162 – HOW TO PROTECT YOUR INVESTMENTS FROM THE VOLATILE RAND Question I have R3 million in retirement savings and am looking for an income of R25 000 a month. Should I pass away, I would like my wife to receive the same pension that I received. I would also...
