ROLL-OVER RA CONTRIBUTIONS
I have excess retirement annuity contributions to the value of R407 000, which have been rolled over during the past few years. My questions are about changes to the Income Tax Act that came into effect on March 1, 2016.READ MORE
In the coming decade, the number of ultra-rich South Africans in the country is expected to increase by about 40%. Yet the percentage of this group that will maintain their lifestyles into retirement is significantly smaller, this is according to Jason Garner, Strategic Relationship Manager for Private Wealth Management, a division of Old Mutual Wealth.READ MORE
In order to encourage South Africans to save more, the government has made July our National Savings Month. But what is it that stops us from saving? Liziwe Ndalana investigatesREAD MORE
Wealth creation is not only about investing for the highest possible growth; it includes designing a plan that will take you on a comfortable, risk-appropriate investment journey and help you to achieve your lifestyle goals. By Monique VerduynREAD MORE
A bonus by its nature is an ‘unexpected extra’ that you get with your year-end pay cheque, so don’t use it to increase your expenses, writes Liziwe NdalanaREAD MORE
There comes a time in one’s life when you are lucky enough to receive some extra money in addition to your monthly salary, whether it be an inheritance, winning the lottery or from a sporting achievement such as some of the South African Olympic athletes.READ MORE