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Retirement Lump Sum Tax Calculator

Free tool for South African traders

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Retirement Lump Sum Tax Calculator
Tax on a pension, provident or RA lump sum at retirement, retrenchment or resignation
Since October 2007, including severance benefits.
Since March 2009, on resignation or divorce.

Uses the SARS retirement and withdrawal lump sum tables and the lifetime aggregation rule. Two-pot savings component withdrawals are taxed at your marginal rate instead and are covered by the Two-Pot Withdrawal Tax Calculator. Your fund applies for a tax directive; the final figure may differ. Not tax advice.

↗ Calculation Result
Calculation Breakdown
Full transparency on how this result was calculated.
Capital gain, tax owed, and net proceeds
Calculator by TradeAnswers Free SA trading calculators Educational tool for South African traders. Not financial advice. Trading involves risk of loss.