by adminfwc | Jan 31, 2025 | Financial Planning, Investment, Offshore, Retirement
191 – To beat inflation, retirees need a mix of safe and volatile portfolios Question I recently turned 65 and besides my pension, I have R3m invested in various funds, some of which are overseas. When does one start moving money into totally safe funds like...
by adminfwc | Dec 2, 2024 | Business, Medical, Retirement
189 – Retirement and risk cover options for employees Question I have a business with 20 employees. I would like to put in some kind of retirement fund for them. Is this financially feasible for our sized company? If so, what would a typical arrangement look like?...
by adminfwc | Nov 20, 2024 | Financial Planning, Retirement
120 – The new two pot retirement fund 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 | Nov 20, 2024 | Financial Planning, Life Cover, Retirement
122 – How utilising a living annuity can maximise the financial health of your heirs 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%....
by adminfwc | Nov 20, 2024 | Financial Planning, Investment, Retirement
126 – Exploring property investment and alternative income streams post-retirement Question I will be retiring soon and have an additional R2,000,000 to invest. A friend suggested that I buy a rental property with this money as it will give me a monthly income...
by adminfwc | Nov 20, 2024 | Investment, Life Cover, Retirement
129 – How to set yourself up for retirement, even if you start a bit late 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...
