Insurance for the self-employed
Many workers are thinking of taking the step towards independence. While this shift is certainly very exciting, the related changes [...]
The next reform of the AVS: what consequences for the Swiss once adopted?
After two similar unsuccessful attempts at reform by the government, AVS 21, a new reform proposal, has a lot to do with [...]
Self-employed workers: Grand 3rd pillar A or LPP affiliation?
The individual worker must opt for an optional pension solution. What is the best option?
Annuity or capital upon retirement?
In retirement, you will have to opt for annuity, capital or a mix of the two. What factors should be taken into account?
When are we faced with a “good” pension fund?
What are the factors that make you affiliated to a good pension fund?
Pension reform: there are other issues
Reform of the welfare system in Switzerland: the real issues reviewed in AGEFI.
Job loss after age 50
What to do in the event of job loss in the short, medium and long term?
Retirement provision: what's new in the political world
Review of occupational pensions: what to expect?
Do you think that the tax burden is too high in the cantons of Geneva and Vaud?
Geneva and Vaud are distinguished by one of the highest tax pressures at the Swiss level: how to contain it?
Financial planning
The prospect of retiring is often welcomed as a new phase of life, with fewer constraints, fewer challenges, more serenity and more freedom.
Optimal redemption amount
Redemption in the 2nd pillar: how to choose the right amount? This decision obviously depends on several factors, such as the overall organization of one's assets, the availability to make redemptions or even the desire to make tax savings. It is therefore appropriate to go through a multi-dimensional analysis of your personal situation.
Vested benefits accounts and deposits: can they be kept beyond the legal retirement age?
One or more vested benefits accounts? Beware of tax pitfalls!