Retirement Options and Tax Law Changes

You have a number of investment products available designed to help you invest for retirement. These include pension funds, provident funds, retirement annuities and preservations.

Once you retire you can select a life annuity or living annuity to provide you a monthly income.

From 1 March 2021, there have been some tax law changes to provident fund members (only).

All of this, as well as asset classes, what happens on death and who gets your retirement money is discussed in this episode of the Rich Ideas Podcast.

Comments, queries and suggestions are welcome via email podcast@richideas.co.za