Resignation
Understanding a retirement fund
A registered retirement fund has significant favourable tax consequences – enough that you need to take this investment opportunity seriously.
Option 1
Preserve your full benefit inside the fund.
Option 2
Transfer your benefit to your new employer’s retirement fund.
Option 3
Transfer your benefit to a preservation or retirement annuity fund.
Option 4
Take a portion in cash, transfer the balance to a preservation or retirement annuity.
Option 5
Take your benefit in cash.
Watch full video here
Please note that the tax table has been updated as at 1 March 2023, view it here
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