THE SOUTH AFRICAN INDEX INVESTOR

“Greater rewards, lower costs”

QUANTITATIVE RESEARCH

A Graphical Illustration of the Mathematics behind Successful Retirement Planning

 

 

The inter-relationships between contribution periods, savings rates, investment returns and replacement rates at retirement

 

Contents of publication:

 

Explanation of the basic concepts and terminology

 

Assumptions of basic model

 

What if my pre-retirement income escalates faster than inflation rate?

 

The relationships affecting the replacement rate at retirement

 

Real investment returns required?

 

How much to save for retirement?

 

Reasonable expectations—real returns, contribution periods and savings rates

 

 

The full report will be e-mailed upon request.

 

 

Order:                                       Please request by e-mail [enquiries@indexinvestor.co.za