Annuities – Mary Holm

NZ Herald 28 October 2023

mary — Fri, 27 Oct 2023 11:00:39 +0000

This article was published on 28 October 2023. Some information may be out of date. How to help students while also motivating them What happens to someone’s KiwiSaver when they die DIY to avoid “exorbitant” legal fees? Elderly care rules tough on middle-income retirees QI haven’t seen this system of helping students with fees anywhere else, but it has worked very well for us. Our kids took out a...

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RNZ Radio 2 May 2019

mary — Thu, 02 May 2019 03:12:26 +0000

Insights from conference on retirement income. Conference run by Retirement Policy and Research Centre at University of Auckland, 26 April 2019. Speakers included Minister of Consumer Affairs Kris Faafoi. Broad aim: Smoothing lifetime consumption. What does that mean?; NZ Super: How poor are 65+ people? Can we afford Super in future?; Health in old age: Not all worrying; Decumulation (spending retirement savings): Help from government needed. Home ownership issues; NZ on world stage: What we do well.

NZ Herald 14 December 2013

mary — Fri, 13 Dec 2013 11:00:00 +0000

This article was published on 14 December 2013. Some information may be out of date. Wisdom for bankrupt couple from one who has been there How to find ethical funds in the KiwiSaver Fund Finder Dangerous issue with last week’s picture Stop tampering with KiwiSaver Last column of the year and thanks to correspondents QYour column had a letter from a lady who suffered bankruptcy and whose...

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NZ Herald 7 December 2013

mary — Fri, 06 Dec 2013 11:00:00 +0000

This article was published on 7 December 2013. Some information may be out of date. The problem with do-it-yourself annuities Employee super schemes still offer annuities How new tool helps you choose a KiwiSaver provider 3 Q&As give advice to bankrupt couple from those who have been there QI read your Q&A last week about some people wanting annuities. Me too. I have almost $120...

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NZ Herald 30 November 2013

mary — Fri, 29 Nov 2013 11:00:00 +0000

This article was published on 30 November 2013. Some information may be out of date. Should people be forced to put some of their KiwiSaver money into an annuity? Highly leveraged property investing is risky An investor in both puts some perspective on shares versus property Meaningful Christmas gifts QA few weeks ago, your column discussed some of the changes the Financial Services Council wants...

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NZ Herald 27 July 2013

mary — Fri, 26 Jul 2013 12:00:00 +0000

This article was published on 27 July 2013. Some information may be out of date. Do older workers pinch jobs from young ones? And would new retirees spend up to avoid means testing? Might a government force annuities onto KiwiSaver members? How two landlords took a “nasty fall” Is sexism raging in KiwiSaver? QMy main concern with raising the retirement age is that unless you have full...

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The Investor 22 September 2012

mary — Fri, 21 Sep 2012 12:00:00 +0000

This article was published on 22 September 2012. Some information may be out of date. I’m disappointed. Retired people have been gaining access to their KiwiSaver money for several months now, but there’s no emergence of good new products to help them manage their savings. Many retired New Zealanders spend too little. They retire with a chunk of savings and then spend only the interest...

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NZ Herald 25 February 2012

mary — Fri, 24 Feb 2012 11:00:00 +0000

This article was published on 25 February 2012. Some information may be out of date. Government action needed to help out retirees withdrawing their KiwiSaver money No tax when you take money out of KiwiSaver KiwiSaver gets good and bad report cards, depending on your approach 2 readers explain how they financially helped their student children QIncreasing sums of money will be paid out of...

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The Investor 10 September 2011

mary — Fri, 09 Sep 2011 12:00:00 +0000

This article was published on 10 September 2011. Some information may be out of date. Come on National, you can do better. In less than a year, the first New Zealanders will gain access to their KiwiSaver money to spend in retirement. They need help with how to handle that money. In most cases, we’re not talking about vast sums. But as Savings Working Group member Paul Mersi said at a recent...

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NZ Herald 10 September 2011

mary — Fri, 09 Sep 2011 12:00:00 +0000

This article was published on 10 September 2011. Some information may be out of date. Older workers don’t take jobs away from the young There are ways around timing problems with annuities Last week’s angry correspondent apologises, and asks another question about how safe NZ banks are Two readers respond to last week’s outburst One more “set and forget”.

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