Tag: Discovery Invest

Retirement and tax: what you need to know

The key retirement-savings vehicles are Retirement Annuities and pension or provident funds.

Budget 2017: These South African taxes are likely to go up

With government needing to raise an extra R28 billion in taxes, it is a foregone conclusion that taxes will go up.

Questions that will keep your investment portfolio performing

Most questions relating to your investments are valid and you should be asking them.

Six investment questions you’re too embarrassed to ask

Is there a minimum amount I need to invest?

Timing the market: method or madness?

The speed at which markets react to news means stock prices have already absorbed the impact of new developments.

Is the 4% rule still relevant for retirement planning?

Simply put, the rule says that that if retirees withdraw 4% of their savings annually, their nest egg will last at least 30 years.

How to choose a financial adviser

Take the time to find a financial adviser that you can trust; this will increase the odds of it becoming a long-term relationship.

What you need to know when you’re investing

All investment vehicles have costs, whether you buy shares directly or invest in a unit trust or structured entity like a Retirement Annuity