How your living annuity start date can cost (or save) you tax
Aligning your retirement date with the tax year can smooth income withdrawals and avoid unintended bracket creep.
#livingannuity
From the GFC to Trump’s tariffs: what lessons can retirees learn from crises?
An analysis of five retirement investment scenarios highlights how different responses to market crises can affect long-term outcomes.
The importance of having a valid will and proper estate planning
Without a legally sound will, an estate is distributed under intestate succession laws, which may not align with your wishes. Make sure your family is protected by drafting a will with the help of a financial adviser.
Considering annuity options if inflation surges during retirement
Coronation looks at whether a life or a living annuity is more likely to protect a retiree’s income if we enter a high-inflation environment.
Amendments proposed to clarify attachment of living annuities and trust assets
The South African Law Reform Commission releases its final report containing recommendations on changes to the Maintenance Act.
Not understanding tax residency may result in significant tax liabilities
You can break tax residency via the SARS tax emigration process or annually via the application of a double taxation agreement.
