Pensionskasseneinkauf

What advantages does a pension fund purchase offer you?

If you plan your pension provision correctly and in good time, you can save taxes. Tailor your pension solution to your needs, e.g. by making tax savings with an annual pension fund purchase.

How much can I pay into the pension fund each year to save tax?

Any purchase shortfall is shown on the pension certificate. In order to benefit as much as possible from the tax effects, the purchases should be spread over several years. The amount paid in also depends on your taxable income. We can help you calculate your pension fund purchases and comply with the vesting period.

On which document can I see which gaps in cover exist in my occupational benefits insurance?

Any purchase gaps can be seen on most pension certificates.

What consequences does a divorce have on my retirement benefits?

In the case of AHV, the entire years of marriage are split. The occupational pension entitlements accrued during the marriage up to the point at which divorce proceedings are initiated are settled upon divorce. Any resulting gaps can be bought in again.

Are you interested in our services?

Find a contact person nearby!

Michèle Vogel

Senior Consultant Private and Occupational Provision, Financial Planning Advisory, Payroll and Personnel Administration

Swiss Certified Social Insurance Expert

News and events

view all posts

News

Check it out - BVG and KTG

Blog posts on the topic

view all posts