Can I get advice from Vita regarding retirement?
At Vita, we focus on occupational retirement provision. We therefore recommend that you carry out pension planning with an expert from Zurich. Pension planning involves specific planning for the third stage of life. In addition to the possibility of early or partial retirement, there is also the question of whether the pension fund balance should be paid out as a pension or as a lump sum. The various options for withdrawals from the pension fund or pillar 3a - including tax advantages and disadvantages - will also be outlined.
Pension planning should be addressed at the age of 58 at the latest. It represents the foundation on which you can make the right financial decisions.