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Aneetta John

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Unlocking Locked Capital: When Can private life insurance Save Your Swiss Financial Future? | #ppli

Unlocking Locked Capital: When Can private life insurance Save Your Swiss Financial Future?

Although the Pillar 3a capital is taxed upon withdrawal, smart planning can significantly mitigate this levy. The lump-sum withdrawal is subject to a reduced, progressive tax rate, meaning a larger withdrawal is taxed at a proportionally higher rate.
Unlocking Locked Capital: When Can private life insurance Save Your Swiss Financial Future?
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