Individual Growth Services

Retirement Annuity

A retirement annuity is a type of investment designed to help you save for your retirement so that you can financially support yourself when you you retire.

Investment Term

Minimum until the age of 55.

Risk

Dependant on risk appetite.

Liquidity

Not Liquid.
Can’t access money before the age of 55.

Tax

Contribution is tax-deductible.
At retirement, 1/3 lump sum is tax-free.

Inflation

Has a record of beating inflation.

Why get a Retirement Annuity?

A retirement annuity not only helps you secure your future but has an added tax benefit as well.

Retirement Annuity Benefits

Retirement Annuity Term

The minimum age you can access your retirement annuity funds is at the age of 55. This means the minimum term is dictated by the age in which you take out your investment.

SMB Finance - About the Author - Sheldon Botes

If you are keen to meet up and chat about what your possible options are give me a call or whatsapp me and I will call you back.

WhatsApp or Call

+27 72 374 6867

Email

sheldon@smbfinance.co.za

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To learn more about what your investment options are then get in touch. If you are not comfortable filling out the form below, then feel free to phone or email me.

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