Feel free to enjoy my weekly columns as published in The Daily Maverick

148 - How to pay less tax on your retirement income
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148 - How to pay less tax on your retirement income

"Nothing is certain but death and taxes", and unfortunately the older you get, the more those two factors can loom heavily over you. However, with some strategic work you can ease the tax burden on your retirement income quite significantly. Let me walk you through some ways to circumvent this issue.

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146 - Thinking carefully about retirement products
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146 - Thinking carefully about retirement products

Ensuring that you have enough money when you retire can be a daunting, and quite challenging process. Let's discuss retirement products, weigh up some pro's and con's, discuss the relevant income streams and how to manage the money, all while helping you set yourself up for a stress-free, prosperous retirement.

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138 - Helping you choose the right annuities to fit your needs
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138 - Helping you choose the right annuities to fit your needs

The idea of retiring and having all of your affairs in order can be quite daunting, and there's often much anxiety when it comes to decision-making in this regard. However, as the saying goes, there are many ways to skin a cat. Let's discuss some of the options that are available to ensure a prosperous retirement.

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127 - Ensuring financial health for your spouse should you pass away
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127 - Ensuring financial health for your spouse should you pass away

As with anything in the financial space, nothing is "cookie cutter". There's no one way of doing things. Let's sit and talk through this together, and hopefully arrive to a position where this is clearer to you and can help you make an informed decision in the future.

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126 - Exploring property investment and alternative income streams post-retirement
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126 - Exploring property investment and alternative income streams post-retirement

Advice of old would suggest that investing in property as a method of acquiring retirement income is the best and most reliable way to go, but this is simply not the case. Let's open the conversation about acquiring property as an income vessel, and what other options are available.

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120 - The new two pot retirement fund
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120 - The new two pot retirement fund

Here is a simple guide to the new retirement fund proposals

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116 - How to get your small business to provide you with a sustainable income when you retire
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114 - How to structure your retirement income to pay the least amount of tax
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114 - How to structure your retirement income to pay the least amount of tax

Cleverly structuring your assets when you retire can result in you paying very little tax

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112 - How to create a stable succession plan for your small business
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112 - How to create a stable succession plan for your small business

A bit of clever planning can turn your small business into an income generator when you retire

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111 - What lump sum should you take from your retirement fund
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111 - What lump sum should you take from your retirement fund

The lump sum you take when you retire can have major income tax implications. If you are clever, you can save a lot of unnecessary tax.

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104 - What to do if your life insurance premiums start doubling every 5 years?
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104 - What to do if your life insurance premiums start doubling every 5 years?

Many life insurance policies were sold with premium increases that are age rated. This means that they often increase by 13% a year when you reach your 50s. What should you do to remedy the situation?

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100 - How to ensure that your emergency fund grows
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100 - How to ensure that your emergency fund grows

Are you looking for a way to make sure your emergency fund continues to grow? Learn the important steps of retirement planning and how it can help secure your financial future.

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