Retirement Masterclass: Tax Benefits of Disallowed Contributions in Retirement

Family Wealth Retirement Masterclass - Disallowed Contributions

Most people think once you retire, taxes are simply unavoidable. But what if there’s a fully legal way to slash those taxes - and keep thousands more for your lifestyle, travel, or family’s future instead of paying it to SARS?

In this Family Wealth Retirement Masterclass, Hardi Swart and Hugo Kloppers unpack one of the most powerful - yet misunderstood - strategies in retirement planning: disallowed contributions.

You’ll learn:
✅ How disallowed contributions are created (and why they’re not wasted)
✅ How Section 10C allows you to offset taxes on lump sums and annuity income
✅ How to reduce estate duty and executor’s fees for your family
✅ Why combining tax-free growth with disallowed contributions can multiply your wealth
✅ A practical example of how this works in real life

Whether you’re approaching retirement or already retired, this strategy could save you millions over your lifetime.

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Disclaimer: This video is for educational purposes only and does not constitute personal financial advice. Please consult a licensed financial planner or tax practitioner before making any decisions.