Before retirement
The last years
decide
This is when the course is set.
The big questions
Three decisions
with weight
Each one lasts a lifetime.
When to stop?earlier costs
Pension or capital?often binding
Stagger it?save tax
Tax lever
Buy-ins: strongest
right now
But with a lock-up period.
Draw cleverly
Stagger it,
mind the canton
Across several tax years.
Draw staggeredover years
Fund and 3acoordinate
Mind the cantontax varies
Your gain
More net,
a clear roadmap
And sleep more soundly.
More netfrom your capital
Clear roadmapinstead of doubt
Peace of mindall sorted
Your next step
Request a
retirement check
💡 Retirement check: We build your roadmap – buy-in, withdrawal, pension or capital – with numbers and a plan of action.