Retirement Planning

Retirement Planning:

Retirement planning is key if you want to enjoy your retirement. Retirement planning consists of two phases: pre-retirement funding and post-retirement income. Pre-retirement funding means investing in a retirement annuity. Things to consider include how much you can currently afford to invest and how long you have until you reach retirement age. The second phase - post-retirement income - requires investing the proceeds of your retirement annuity into a life or living annuity. Post-retirement income considerations include choosing a product that is able to sustain capital growth while you receive an income and regularity of income payments.

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Retirement Products

  1. SA Retirement Annuity Fund

  2. Max Investments Retirement

  3. Unit Trusts Retirement Annuity

  4. Retirement Plan

  5. Max Income

  6. Unit Trusts Living Annuity

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