Tag: Retirement funds
OUTSMART THE TAXMAN BY MAKING THE MOST OF TAX SEASON
By Rita Cool, certified financial planner at Alexforbes
The start of the new year brings ‘tax season’ upon us – a good time to review...
What happens to your investments after your death?
By Jaco Prinsloo, certified financial planner at Alexforbes
Financial planning regarding the succession of investments is rarely carried out, at least in South Africa. As a result,...
WHAT YOU NEED TO KNOW ABOUT SUBMITTING A DEATH CLAIM
By Rita Cool, certified financial planner at Alexforbes
If your loved one was a member of a retirement fund at the time of their death,...