The Ultimate Guide to Retirement in SA

[The Ultimate Guide to Retirement in SA @retireguide]

South African business owners are used to being indispensable. Clients rely on them. Staff defer to them. Banks, suppliers and partners often want their signature before anything moves forward.

@ascor_wealth
#retirementplan
#businessowner

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[The Ultimate Guide to Retirement in SA @retireguide]

Many assume their retirement plan handles it all, but the deduction deadline could save you big if you act.

Read more here https://t.co/y8ZVGA92J2

@ascor_wealth

#fundingstrategy
#retirementannuity
#Tax-freeinvestment
# wealthbuildingtools

[The Ultimate Guide to Retirement in SA @retireguide]

This is the second of two columns that deal with ongoing conversations you must have with your partner and your family to ensure everyone is well prepared for what might happen to you and your family.

@ascor_wealth

Read more here https://t.co/qBfeH6arp4

#vulnerableinvestors

[The Ultimate Guide to Retirement in SA @retireguide]

Conversations about retirement and death. Retirement is a lot more complicated that many think.

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@ascor_wealth

#retirementplanning
#vulnerableinvestors
#dementia

[The Ultimate Guide to Retirement in SA @retireguide]

It is time for legislators to get moving , they need to pass vital Conduct of Financial Institutions (CoFI) Bill, introduce legislation for an ‘enduring power of attorney.

@ascor_wealth

Read more here https://t.co/yOgfOk3CuG

#vulnerableInvestors

[The Ultimate Guide to Retirement in SA @retireguide]

A complete retirement plan goes beyond income, it protects your assets and loved ones, reduces tax while also avoiding disputes.

Read more here https://t.co/QdT8l6N9AH

@ascor_wealth

#ProtectFamilyLegacy
#EstatePlanning
#NominatedBeneficiaries

[The Ultimate Guide to Retirement in SA @retireguide]

Everyone, including pensioners, must avoid the insurance gap. South Africa’s middle- and lower-income classes continue to take blow after blow.

@ascorwealth

Read more here https://t.co/ENq8CTJ8a8

#assurance
#insurance
#ASSA
#Ascor

[The Ultimate Guide to Retirement in SA @retireguide]

Crossing the ‘retirement bridge’ without depleting your hard-earned capital is possible – but it requires foresight, planning, and much discipline.

Read more here https://t.co/A9rqx1q0T7

@ascor_wealth

#retrenchment
#longtermsecurity
#retirementbridge
#Capitaldepletion

[The Ultimate Guide to Retirement in SA @retireguide]

Choosing when and how to retire is not just a financial decision, it’s an emotional one. It’s also one of the most complex decisions you’ll ever make.

Read more here https://t.co/ztn9pxQSXd

@ascor_wealth

#financialDecision
#standardofliving
#retirementFund
#livingAnnuity

[The Ultimate Guide to Retirement in SA @retireguide]

Pensioners are under severe pressure as administrative charges by all levels of government affect people on fixed incomes.

@ascor_wealth

Read more here https://t.co/AyyxGOX6WS

#retirementplanning
#RetirementFundMembers
#ANC
#Democraticalliance

[The Ultimate Guide to Retirement in SA @retireguide]

Living annuity or life annuity, there’s no universally correct answer. But there is a right answer for you. Making that decision means understanding your goals & risks.
@ascor_wealth

Read more here https://t.co/zGVW55RBl0

#livingannuity
#lifeannuity

[The Ultimate Guide to Retirement in SA @retireguide]

National Treasury is asking Parliament to change VAT rules so that the tax will also apply to imports that were previously free, namely R500 or less value on imports.

Read more here https://t.co/QvfM2fY814

@ascor_wealth

#vat
#imports

[The Ultimate Guide to Retirement in SA @retireguide]

The sooner you address inflation in your retirement plan, the greater your flexibility and peace of mind.

Read more here https://t.co/SoXE4kk9dL

@ascor_wealth

#inflation
#retiree

[The Ultimate Guide to Retirement in SA @retireguide]

If you are a South African resident and receive a foreign pension you are likely to be taxed on it from March 1, 2026 unless you can prove that tax payments were made on it in the country of source.

Read more here https://t.co/FgMSmsSEOQ
@ascor_wealth

#ForeignPensions

[The Ultimate Guide to Retirement in SA @retireguide]

Fixed income pensioners destroyed by wealth tax. An Open Letter: Cape Town rates and fixed income property owners, which includes pensioners.

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@ascor_wealth

#mayorOfCaoeTown
#SAPOA
#DemocraticAlliance

[The Ultimate Guide to Retirement in SA @retireguide]

Putting off retirement planning can lead to compromises like working longer than you’d hoped or depending on others for financial support.

Read more here https://t.co/VtjhKnkNKl

#inflation
#healthcareCosts
#longevity
#marketVolatility

@ascor_wealth

[The Ultimate Guide to Retirement in SA @retireguide]

Think twice before you decide to retire at 64 or even younger.

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#RetirementFundMembers
#FSCA
#SanlamFinancialInstitutions

@ascor_wealth

[The Ultimate Guide to Retirement in SA @retireguide]

Vulnerable consumers (including pensioners) require protection. Why new legislation is essential to protect consumers.
Read more here https://t.co/ebk6DjGAQe

@ascor_wealth

#TCF #FSCA
#nationaltreasury
#financialinstitutions

[The Ultimate Guide to Retirement in SA @retireguide]

“Don’t die in an awkward position,’ says will and estate specialists, Capital Legacy.”
Everyday thousands of South Africans wake up blissfully unaware that it could be their last day.

Read more https://t.co/CZEa1sZ61c

@ascor_wealth

[The Ultimate Guide to Retirement in SA @retireguide]

South African financial services companies need to take a great deal of care if they do not want to develop the reputation of ‘Delay, deny, defend’ in challenging claims made by policyholders, medical members and clients.

Read more here: https://t.co/NL74svbhof