MyPlan Financial Planning Solutions
MyPlan Financial Planning Solutions
3 02, 2022

Nine things you may not know about retirement annuities

Feb 3rd, 2022|Investing, Retirement Annuity|

We’re all familiar with the term ‘retirement annuity’ and the significant tax benefits associated with this type of investment vehicle, but there are some [.....]

27 11, 2021

New SARS approvals on purchasing an annuity at retirement

Nov 27th, 2021|At-Retirement Planning, For Retirement, Investing, Retirement, Tax|

Binding General Ruling (BGR) 58 (issued under section 89 of the Tax Administration Act 28) is now final. It follows the withdrawal of GN 18 [.....]

16 11, 2021

Key decisions to be made at retirement

Nov 16th, 2021|At-Retirement Planning, For Retirement, Investing, Retirement|

The stress that inevitably comes with formal retirement is often exacerbated by the sheer number and complexity of critical decisions that need to be [.....]

26 10, 2021

Preservation Funds: Pre-Retirement Investment Vehicles

Oct 26th, 2021|For Retirement, Investing, Pre-Retirement Planning, Retirement|

Preservation funds are specifically designed to preserve accumulated capital which is intended for retirement and make an attractive option for those leaving employment through [.....]

19 10, 2021

Choosing a Living Annuity: What you need to know

Oct 19th, 2021|Investing|

Before purchasing a living annuity, it is important to fully understand what you are signing up for. When retiring from your pension, provident, preservation [.....]

20 09, 2021

Different ways you can save for education

Sep 20th, 2021|For Education, Investing|

From unit trusts to tax free plans, here are the different ways for families to save for education. In today’s modern world, you’re faced [.....]

6 08, 2021

Preservation funds: Your questions answered

Aug 6th, 2021|Investing, Retirement|

What is a preservation fund? A preservation fund is a retirement fund and, as such, falls within the auspices of the Pension Funds Act [.....]

31 07, 2021

The emergency fund: A financial planning fundamental

Jul 31st, 2021|For Emergency, Investing|

The humble emergency fund is an often-overlooked but fundamentally essential component of one’s overall financial portfolio and serves a number of key functions in [.....]

5 07, 2021

Important things to know about endowments

Jul 5th, 2021|Estate, Investing, Retirement|

Endowments offer tax benefits to investors with a marginal tax rate of more than 30%, as it will reduce the tax payable on your [.....]

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