retirement annuity

Nobody likes to think about and plan for their own death, but when you’re investing toward a future that results in generational wealth then you need to know your options. We invited Sascha Graham, Head of Legal at Purple Group, to tell us what happens to one’s easyequities account and investments upon death.

Did you know that your assets and liabilities form part of your estate? But did you know that you need a little paperwork (like a will) and admin (updated death benefits forms) in order to determine how your estate is distributed upon death?

Sascha untangles the complex web of legislations, investment vehicles and paperwork that govern how investments are dealt with upon passing.

While we try to make everything Easy, this conversation and topic may be one that helps when things get difficult. Hit play, and soak in the insights from the Easy Legal Eagle.

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @FinTLawyer_Girl or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

Let us take you into the world of tax-friendly investments by asking and answering a simple question. To TFSA or to RA?

Uhm!

We invited the one and only Maya Fisher-French, a titan in the personal finance arena, to compare between the two main tax-efficient investment vehicles in the world of finance.

Maya simplifies the Retirement Annuity (RA) and the Tax-Free Savings Account (TFSA), while also highlighting the benefits of either one, the similarities between the two, the rules that govern them both, and which type of investment is best for someone not looking to pay heavy taxes.

Both the TFSA and the RA are available on EasyEquities, and the best part is that you can have both!

Hit the play button for this incredibly insightful conversation with Maya as she drops a wealth of knowledge for our community.

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities or tagging us on the gram!

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).