Protect your retirement from medical costs
Plan now for rising healthcare costs to enjoy a stress-free retirement. Avoid potential future struggles by starting an Investo Retirement Annuity (RA) from Momentum Savings.
This savings plan grows your money, giving you the extra to cover unexpected medical expenses in retirement.
- Beat rising medical inflation with growth.
- Get tax breaks to boost your retirement savings.
- Get rewarded with a bonus for staying invested.
Why plan ahead for healthcare costs in retirement?
Many South Africans find it challenging to retire comfortably. This challenge is amplified by rising medical costs as we age and the impact of medical inflation, which outpaces general inflation by 3 to 4%.
Adding an Investo Retirement Annuity from Momentum Savings dedicated to medical costs to your existing retirement benefits portfolio puts you in a better financial position when you retire.
Benefits of a retirement annuity for medical expenses
Apart from the substantial discount you get back from the tax man for every rand you put into your retirement annuity, you’ll be prepared for what life may bring.
How to maximise savings with an RA from Momentum Savings
When you take out an Investo Retirement Annuity from Momentum Savings, you get many benefits to help your money grow faster (and further!).
Need retirement planning advice?
Without proper retirement planning, rising medical costs can significantly cut your income, leaving you vulnerable.
Connect with a financial adviser to explore how an Investo RA from Momentum Savings can help you maximise your savings for a secure, worry-free retirement.