Tax on withdrawal claims

Retirement pot tax

Tax rates on withdrawals from your retirement pot (and from your vested pot)

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About me

Nikita joined Sygnia in 2022 as an investment analyst and currently serves as Portfolio Manager in the Fixed Income team, co-managing a diverse range of strategies including money market, credit and bond portfolios. She holds a Bachelor of Business Science degree in Finance and Accounting from the University of Cape Town and is a CFA Charterholder. Nikita’s analytical approach and market expertise help members understand the key factors that influence the long-term performance of their retirement savings.

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Summary

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Partial withdrawals

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Transfer to preserve

0:43

Tax on multiple pots

0:37

Tax limits

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Savings pot tax