LIVE
Tax-free retirement (Rentner)
CHF 3001h
Planning retirement in Switzerland and want to minimise the tax burden? In 1 hour live we go through your situation: pillar 1, pillar 2 (capital vs. annuity), pillar 3a, residence transfer, withdrawal timing.
Each decision has its own tax impact and the intuitive path is not always the most efficient. You leave the session with a concrete plan, simulated numbers and the steps to execute in the right months.
Cancellation policy
- Rescheduling is free up to 24 hours before the appointment.
- For a first last-minute cancellation, a goodwill arrangement may be applied.
- From the second cancellation within 48 hours of the appointment, 50% of the amount is retained.
- In case of no-show without cancellation, a 50% discount is granted on the next booking of the same service.
Times in CET (Central Europe) · Mon–Fri 12:00–23:00