Retirement Annuity FAQ

How much tax will I pay on my retirement savings?

I am fifty eight years old and my pension benefits are currently standing on R2 547 948.90 as at 01.11.2012 and I wish to retire in 2014. What tax am I liable for if I take R840 892.00 as a lump sum p...

What is the retirement fund contributions limit?

I am a 60-year-old member of the GEPF and receive a monthly taxable pension. I contributed less than 15% of my total taxable, non-retirement funding income for the 2012-13 tax year to a retirement ann...

How do I choose the right retirement investment product?

I am a woman turning 53 year this year. I have a retirement annuity with Sanlam that matures when I turn 55. I have had it for 10 years and it's worth R1.2 million. 4 years ago my broker told me to ch...

Can 10X send me my income tax certificate?

May you please e-mail me my income tax certificate for the year ending 31 July 2013.

Should I take out a retirement annuity if I have a pension fund?

Good day I would like to know if its ok or advisable for me to take out a retirement annuity when I already have a provident fund and pension fund with Alexander Forbes. Please advise

Get up to 60% more savings with 10X

Investing is simple and easy with 10X's award winning low cost investment solution

Find out more

Get started or switch to 10X today.