Eleven questions about your situation. You'll immediately receive an estimate of your potential annual tax savings and the three issues that matter most to you.
Free · No registration required · 3 minutes
Anyone who receives capital after making a purchase loses the tax deduction retroactively. Timing is key.
The funding ratio, interest rate, and conversion rate determine how much your money is actually worth in the pension fund.
Spread out over several years, the same amount often yields significantly more than if it were paid all at once.
Estimated tax savings; example based on an income of CHF 250,000 with unused contribution potential
Eleven questions, three minutes, no registration required.
Right on the screen.
45 minutes with a financial planner, via video or in person.
We'll be honest with you if a project isn't worth the effort.
Yes. You don't need an account, and we'll only call you if you provide your information.
This is a range based on the information you provided and an assumed marginal tax rate. The canton, municipality, and your pension plan will affect the result.
No. First the plan, then the right solution. When it comes to investing, we do not receive any compensation from product providers.
The pricing plan starts at CHF 2,500; for businesses, it starts at CHF 5,500. All prices are exclusive of VAT. You will receive a quote in advance.
When it comes to planning ahead, the timeframe is three years. There’s little that can be done retroactively.