You can only invest a maximum of R3,000 a month in a tax-free investment, so I will work on you investing the remaining R2,000 in a unit trust. After 10 years, the investment would be worth R1,007,288 ...

Cash balance pensions are growing in popularity, but are they really a reliable strategy for securing wealth in retirement?

Volatility is the last thing you want when you’re about to start spending your portfolio. Here’s how to minimise the impact ...

Inherited IRAs offer financial opportunities to beneficiaries but you must understand the 10-year rule to optimize your ...

Alec Collie, Head of Medical at Wesleyan Welcome to Wesleyan’s simple guide to the NHS Pension Scheme. It’s designed to help you get to grips with the basic principles of the Scheme, but pensions can ...

NPS Corporate Model is for organizations that want to support their workforce with a long-term savings plan for ...

Retirement Planning via One-time Investment ... Power of Compounding in One-time Investment: Rs 2 lakh lump sum deposit for 30 years; Rs 10 lakh for 14 years, or Rs 20 lakh for 8 years? Which can ...

You're probably aware of required minimum distributions (RMDs) if you're retired or nearing retirement. But did you know that ...

So keep this in mind if you plan to continue adding to your pension pots. Our Pension tax calculator ... that lump sum and, if you do, how much will be left in the pot and how this might impact any ...

Most public and private pensions, as well as other retirement plan distributions such as 401(k)s and IRAs, are subject to state income tax. Military pensions are not subject to tax. For the tax ...

If your priority is safety, assured returns and tax benefits, PPF is a reliable choice. It may not offer very high returns, but it gives peace of mind. But if you’re open to some level of risk and ...