Money and Me: CPF Special Account Closure, Retirement Planning, and Investment Strategies with Kenny Loh

Money and Me: CPF Special Account Closure, Retirement Planning, and Investment Strategies with Kenny Loh

Has your CPF account closed already because you turned 55 this year?

Join Michelle Martin as she dissects how to make your CPF work for you when you turn 55.

Should you keep your money in the 2.5% earning OA or move what you can to the RA for long-term 4%?

What are the pros and cons of investing with your OA after age 55 either through CPF or in the open market?

If liquidity of your CPF funds are your primary concern, what are your choices and what are the risks associated with each choice?

Join Michelle and her guest Kenny Loh, Independent Financial Advisor to understand what happens when you turn 55 with your CPF and discover strategies and options to turning your hard earned CPF monies into income for the long-term.

How can you use your monies to purchase T-bills, dividend stocks, and annuities? What interest could you get with different asset classes based on today's market.

Plus, get smart insights into tax considerations, liquidity needs, and long-term retirement planning strategies.

See omnystudio.com/listener for privacy information.

Episoder(3784)

Travel made simple with all-in-one transport app, Zipster, that helps you plan, book and pay for transportation.

Travel made simple with all-in-one transport app, Zipster, that helps you plan, book and pay for transportation.

When it comes to getting to a place within the shortest amount of time and ease of convenience, private cars may be our most convenient and preferred mode of transport. Recognised as Asia’s first inte...

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Money and Me: How Much Insurance Do You Really Need? How Do We Calculate Your Human Life Value?

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16 Aug 201915min

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Join Michelle Martin, as she speaks with Hemant Doshi, CEO, Singapore and Malaysia, The Praxis Company, about Praxis, a gameplay solution to boosting one's knowledge of things all related to financial...

15 Aug 201917min

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15 Aug 20198min

Money and Me: Where There's a Will, There's a Way (Part 2)

Money and Me: Where There's a Will, There's a Way (Part 2)

Join Michelle Martin, as she speaks with Patrick Tan, CEO of Fortis Law about the repercussions of not writing a will, the next move to make in reallocating assets, if a benefactor dies prior to one’s...

14 Aug 20199min

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How can short-form videos on Tik Tok help you in your business? You may have seen these online short-form videos where people usually sing, dance, or lip-sync to short snippets of a song. Available ov...

14 Aug 201913min

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Join Michelle Martin, as she speaks with Christopher Tan, CEO of Providend and Executive Director of MoneyOwl about everything you need to know about Property Investing! How is it different from other...

13 Aug 201920min

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