Prepare for your retirement in Switzerland with a practical guide
Planning for retirement can seem daunting, especially with the specificities of the Swiss system. Between AHV, the 2nd pillar and personal savings choices, it is easy to feel lost. That's where a tool like our interactive checklist comes in. Designed for Swiss residents, this guide accompanies you step by step in preparing for your future, whether you are a young active person or close to retirement.
Why Anticipate Today?
Starting early ensures peace of mind. By identifying financial steps, such as optimizing your 3a, or legal aspects, such as writing a will, you avoid last-minute surprises. Our personalized tool adjusts priorities according to your age and goals, while offering tips adapted to Swiss realities.
Simple and Effective Follow-up
With clear categories (finances, laws, lifestyle) and progress tracking, organizing your future almost becomes a game. Take control of your planning for a peaceful retirement in Switzerland, without stress or oblivion.
FAQs
How is this checklist adapted to Switzerland?
Our tool takes into account the particularities of the Swiss pension system, such as the three pillars (AVS, LPP, and private savings). We include specific tasks, such as checking your 2nd pillar contributions or understanding the options for withdrawing capital. Each piece of advice is designed to respect local standards and practices, whether you are in Geneva, Zurich or elsewhere.
Is the tool suitable if I am far from retirement?
Absolutely! Whether you are 30 or 60 years old, the checklist is adapted to your situation. If retirement is still a long way off, the focus will be on long-term savings and early decisions, such as choosing a good 3a plan. The closer you are to the age of departure, the more urgent actions are prioritized, such as securing your income or dealing with legal aspects.
Can I come back and change my data later?
Of course! You can adjust your age or your answers at any time to update the checklist. Your progress is saved if you use the same device, and you can see how your priorities are changing. It's a flexible tool that grows with your needs.
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