From the age of 50 at the latest, it is time to consider your personal retirement planning and take the necessary measures. It is important to be financially secure for the years after you stop working. The topic of retirement is complex, because questions about AHV, pension funds, taxes, mortgages, investments and inheritance all come together. Successful retirement planning therefore optimizes income, taxes and assets. Only those who have the necessary specialist knowledge and are familiar with the overarching relationships can make the right decisions. Your retirement opens up considerable potential for tax savings. By making the right decisions at the time of your retirement, you can set the course for the amount of your tax bill in retirement. There is considerable savings potential, for example, if you make staggered withdrawals of your retirement assets from the second and third pillars. Thanks to long-term income and asset planning, you can react immediately if the current situation deviates from your plans. The following questions are answered: When you retire, complex questions arise regarding AHV, pension fund, taxes, mortgages and inheritance. You should therefore plan this step well in advance, ideally five to ten years before you stop working.
What do I need to know about AHV and pension fund?
How high is my AHV pension?
How will pension fund pensions develop?
What benefits can I expect in the future?
How do I plan my retirement?
Pension fund pension or lump-sum withdrawal: which is better for me?