Pre-retirement Planning

Transcape Mountain Biking Challenge

Posted by on February 13, 2015 at 11:18 am

Last week Saturday my wife dropped me off at the Cape Town International Airport so that I could fly to George and be in Knysna for the start of the Transcape Mountain Biking Challenge. Awesome week, tiring but totally worth it! All pix below have been taken by Jacques Marais 🙂    

What is a living annuity?

Posted by on October 31, 2014 at 10:48 am

The “living annuity”remained undefined for many years and it was rather unclear what legislation would govern this investment. However, the Income Tax Act introduced a definition of a living annuity that pretty much contains the “rules” attached to this vehicle. In short a living annuity is a post retirement product that aims to provide an […]