Management schemes Archives

18.08.2021

Should you invest your Pillar 3a in securities?

This article shows why it is worth investing the 3rd pillar in securities and what to consider when selecting an investment solution. Long investment horizon opens up opportunities for returns A long investment horizon is the key when you want to invest money. The reason is relatively simple. If you only have a short time …

18.08.2021

A pledge as an interesting alternative to an early withdrawal

With a pledge, up to 90% mortgage is possible. No withdrawal tax has to be paid and voluntary purchases are still possible.

13.08.2021

Amortize mortgage with pension assets: yes or no?

What are the pros and cons of reducing the interest burden by amortizing the mortgage with retirement savings?

11.08.2021

Enveloping conversion rate: Be careful when purchasing into the extra-mandatory pension plan!

The enveloping PF model can hold surprises. What you need to know before you make voluntary purchases.

29.03.2021

Capital withdrawal taxes compared

How is the capital withdrawal tax calculated and where do you pay the least? We show it in this article.

18.03.2021

Which benefits do I get from the OASI?

There is no choice whether to pay into the OASI or not. The OASI as the 1st pillar in the Swiss pension system is mandatory. And yet it is an interesting question whether the OASI brings something to someone or not? In this article we would like to investigate this question by comparing the OASI …

Management schemes