Retirement Advice and Pension Planning

Advice and analysis of your current and future pension situation (income gaps) and calculation of your long-term savings and asset evolution:

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• Analysis of pension statement (accumulated savings, interests, payments, compulsory contributions etc.)

• Comparison capital option vs. life-time annuity payments

• Pay-outs of accumulated savings when and what extent possible

• Preparation of an individual pension plan (evolution of assets and effect on taxes by different scenarios)

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Analyses & recommendations: CHF 500.00

Personal financial plan: CHF 2,000.00