THE SOUTH AFRICAN INDEX INVESTOR |
“Greater rewards, lower costs” |
QUANTITATIVE RESEARCH |
The Implications of Early Withdrawals and Investment Costs on Achieving Suitable Replacement Rates at Retirement
Contents of publication:
Key concepts
Terminology and basic assumptions
The effect of early withdrawals on replacement rate at retirement
The effect of Investment costs on replacement rate at retirement
The combined effects of early withdrawals and investment costs on replacement rates attained
Different scenarios
Implications for retirement planning and reasonable expectations
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