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I'm planning my retirement... early

Expenditures VS capital intended for retirement: making concessions

 

STOPPING WORKING BEFORE THE LEGAL AGE:A PRICE TO BE PAID DEPENDING ON YOUR LIFE CIRCUMSTANCES

  •  knowing the pension benefits
  •  being clear about the financial consequences
  •  estimating the budget required

PREPARE WELL IN ADVANCE: GAIN ON THE AMOUNT OF INCOME WITH GOOD PLANNING

  •  knowing the elements which could significantly influence retirement
  •  estimating the quantifiable impacts on the budget in the event of early retirement

OPTIMISE YOUR SITUATION: MAKE THE BEST PROFIT

  •  combining provisions and tax benefits
  •  taking advantage of legal benefits, in particular for the acquisition of a real estate asset
  •  finding the balance which will ensure a trouble-free retirement

 

Retirement and early. If the combination of these two words is the what your dreams are made of, it is important to be well informed on the conditions and consequences of taking early retirement. In effect, you need to prepare early enough to allow you to benefit fully from these additional years.

 

What is the price to be paid?

 

Pension: what are the benefits I am entitled to?

 

What could adversely affect the amount of my income?

 

 

PLANNING YOUR PENSION: the questions to ask

It is essential to take action early enough, be clear about your personal situation and keep yourself informed about the possibilities for action in terms of pensions.

BENEFIT FROM OUR APPROACH

  •  advice about planning your pension according to your personal situation
  •  provisional calculation  of your retirement income
  •  solutions for the capital to be established for retirement
  •  optimisation of your time assets

 

 

Call on our services: make an appointment for advice +41 (0)800 829 830

 

1 Maximum sum determined by the Swiss Confederation in 2015 and reviewed every 2 years