THE SOUTH AFRICAN INDEX INVESTOR

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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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