MyPlan Financial Planning Solutions
MyPlan Financial Planning Solutions
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 [.....]

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 [.....]

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 [.....]

12 01, 2021

Deceased Estate: Cash shortfalls to avoid

Jan 12th, 2021|Estate, Retirement, Risk|

Cash shortfalls in deceased estates Cash shortfalls are to blame for most of the delays in the administration of deceased estates. Understanding how cash [.....]

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