Annuity On Calculator
An annuity calculator takes your retirement capital, your income needs, and a set of assumptions about investment returns and fees, and shows you what...
12 min readretirement planning
26 articles
Are Retirement Annuities Taxable In South Africa
A retirement annuity (RA) is a tax-advantaged savings product that allows South Africans to invest towards retirement outside an employer fund. The tax...
12 min read
What Is An Annuity
An annuity converts your retirement savings into regular income. In South Africa, most people encounter one at retirement, when the law requires you to...
12 min read
South Africans Moving to America: A Financial & Retirement Planning Guide
Relocating from South Africa to the United States is one of the most financially complex life events you can make. Your tax residency shifts, your...
15 min read
Guaranteed Annuity Rate
A guaranteed annuity rate is the fixed rate an insurer uses to convert your retirement capital into a monthly income you receive for life. Once set at...
12 min read
Charitable Gift Annuity
A charitable gift annuity lets you donate assets to a charity in exchange for guaranteed lifetime income. Here's what South Africans need to know—and what local tools can achieve the same outcome.
11 min read
Travel Insurance For South Africans
Travel insurance for South Africans is not optional. Your South African medical aid covers you within the country's borders. The moment you board an...
14 min read
How Do Retirement Annuities Work In South Africa
A retirement annuity (RA) is a tax-advantaged savings product that helps you build capital for retirement outside of an employer pension or provident...
13 min read
Retirement Planning Financial Advice
Retirement planning financial advice is structured guidance that helps you build enough capital before you stop working, and then draw a sustainable...
14 min read
How should I invest my R3.2m retirement gratuity?
Two advisors answer this reader's question.
3 min read
Provident Fund: Fixed Deposit or Better Options?
Higher investment growth is found in equity markets. I am retiring at the end of December, although I will only be turning 65 on 21 April 2026. I have the...
4 min readProvident Fund: Fixed Deposit or Better Options?
Fixed deposits feel safe, but are they enough to sustain your retirement? Discover smarter ways to invest your provident fund in South Africa—like living annuities, unit trusts, and dividend ETFs—for long-term income, flexibility, and inflation protection.
8 min read