Retirement Reimagined Ep 4: Tax-free investing after 50 - Why it’s not too late

Loading player...
In this episode, Seugnet de Villiers and Trevor Garvin explore how South Africans over 50 can still unlock meaningful growth and flexibility through a Tax-Free Investment (TFI) account. Using a real-life case study, they illustrate how even late starters can benefit from compounding, asset allocation freedom, and tax-free returns — all while supplementing traditional retirement savings.

Whether you're approaching retirement or advising someone who is, this episode offers practical insights to help make your retirement more resilient, rewarding, and tax efficient.
2 Oct English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: Rate cuts, rally risks and the rise of AI titans

In this week’s episode of the Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst explores the shifting global economic landscape, highlighting the IMF’s revised growth outlook, China’s slowing GDP, and the US Fed’s dovish stance amid labour market concerns. The discussion covers resilient US equities driven by AI optimism…
21 Oct 7 min

Sustainable Returns with David Levinson Ep 3: The challenges in achieving net-zero

Ambition often drives sustainability narratives, but credibility sustains them. In this episode of Sustainable Returns, David Levinson and Anthony Walker, ESG Specialist at M&G Investments, explore how Sappi, a South African pulp and paper leader, is redefining climate responsibility through realistic, transparent, and data-driven goals that reflect South Africa’s energy…
16 Oct 5 min