HARRY JOFFE: How to inherit retirement fund benefits tax efficiently

04 August 2019 - 00:11 By Harry Joffe

Dependants of retirement funds and/or beneficiaries of living annuities have a very difficult decision to make when the member or annuitant dies. Do they take a lump sum, an annuity, or a combination? The wrong decision can have serious tax consequences.

Let's look at the different scenarios and options...

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