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Mark Williams

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retirement income

The estate planning benefit of retirement funds

The estate planning benefit of retirement funds

Retirement Funds are well understood for the income tax benefit in that contributions to retirement funds are tax deductible based on 27.5% of a person’s taxable income, capped on R 350 000 per annum.  Often overlooked is the estate planning benefit

mw@dmin January 23, 2020January 23, 2020 Retirement, Tax Read more

Plan for, but don’t live for tomorrow

Plan for, but don’t live for tomorrow

Many of my clients have recently approached me to determine if they have enough capital to retire with.  I think the reason for this is the fantastic growth we have witnessed from investments and properties over the past decade, which

mw@dmin October 8, 2015October 27, 2016 Retirement Read more

What does money mean to you?

What does money mean to you?

Establishing if you have enough for retirement is a fairly simple exercise of determining how much income you need to fund your lifestyle and then calculating how much capital is required to provide for this income using an assumed rate

mw@dmin July 17, 2014October 27, 2016 Investor Behaviour, Retirement Read more

You’ve got enough

You’ve got enough

The American financial planning industry is currently running a campaign to promote retirement savings.  In typical US fashion it’s all about ‘hitting the number”, having enough capital in order to retire.   I was reminded by a new client the other

mw@dmin July 10, 2014October 27, 2016 Retirement Read more

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