RTA

Retirement Planning

The Strategic Importance of Retirement Annuities in South Africa

In the landscape of financial security within South Africa, Retirement Annuities (RAs) stand as a pivotal element, offering individuals a solid foundation for their future. Not only do RAs serve as a cornerstone for retirement planning, but they also offer significant tax advantages, making them an essential tool for financial strategies. Retirement Annuities provide a …

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The two-pot retirement system: tax updates drafted

Is the proposed two-pot retirement system ‘stirring the pot’ in the retirement fund industry? The draft tax legislation released by National Treasury on 29 July 2022 contains details of the much anticipated two-pot retirement system.  The proposed changes are quite far-reaching—although there will also be criticism that the changes do not go far enough. The …

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