The authors discuss the group retirement annuities in South Africa, highlighting the retirement reform in the industry. They stress that such annuities managed by a group system are a better option for employers and their employees compared to other retirement funding options. Information about defer ...
Israel's retirement income system is comprised of a universal state pension and private pensions with compulsory employee and employer contributions. In most cases, annuities are paid from the private pension system. The index noted that Israel's score could be improved by: Increasing the level of...
In addition to complying with tax rules when receiving foreign pensions or annuities, you must also properly report any holdings in foreign banks or investment companies.The U.S.Foreign Account Tax Compliance Act (FATCA)requires any institution holding more than $10,000 for a U.S. citizen to ...
In a worst-case scenario, you would liquidate part of your portfolio at the bottom of a bear market at depressed valuations: Sequence Risk. Then, you also shop around for annuities when interest rates are low again due to the accommodative Federal Reserve policy. That’s Sequence Risk squared!
https://www.anderson.ucla.edu/faculty-and-research/anderson-review/annuities-fairness 10. https://www.europeandatajournalism.eu/News/Data-news/Life-expectancy-after-retirement-a-very-unbalanced-Europe 11. Admittedly, this is not a fair comparison as proponents of GDP-linked bonds have tried to ...
Deprivation of Retirement Benefits on Divorce through Living Annuities in South Africadoi:10.1017/S0021855321000413Clement Marumoagae
Despite having the leverage in retirement planning solutions and post-retirement market, South Africa could still improve their retirement planning offerings, according to Botha. Improvements suggested include a product with the be...
Living versus Guaranteed Annuities: In Search of a Sustainable Retirement Income. Presented on 16 October 2012 at the Actuarial Society of South Africa 2012 Convention, Cape Town, 16-17 October 2012Lodia, Mayur and Johann Swanepoel (2012). Living versus Guaranteed...