Podcast: Retirement annuity or tax-free investing?

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Simon Shares

  • Markets are still wild and I’m still not concerned. I’m not saying it’s not going down, but I love my portfolio. Check out this video we did last week on managing your portfolio in turbulent markets.
  • Mr Price (MPC) has spooked the market, sending the stock down 13% on the day. The update was not that horrid, but when you’re a high-flying stock you have to do better.
  • Mr Price is one of the stocks in the Momentum portfolio that we just updated. An image of the returns is below.

return_AUG2015

Steven Nathan: Founder and Chief Executive – 10x Investments

With the new tax free savings accounts (TFSAs), there’s a lot of talk about where a retirement annuity (RA) fits in. That’s why we chat to an expert about RAs, costs and performance. While we’re just talking RAs a bunch, really solid investing gems get dropped into the conversation. This is a must-listen interview.

We Get Mail

  • Brilliant
    • Say you have reached the lifetime cap of R500 000 through contributions, what would happen to the interest gained that comes with the account? Will SARS continue to tax at 40% penalty rate? Thank you.
  • Tariq
    • When trading the Alsi futures, what time frame is the best when looking at the charts? Is the one minute chart just noise? In your experience, which indicator has produced the best results for the Alsi futures?

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