Do a Wealth Check

Pillar 3a: actively managed for attractive retirement planning

Michael Eugster

Using the third pillar to save for retirement is considered a tried-and-tested practice in Switzerland. In addition to tax optimization and the new option of additional contributions, there’s another advantage: you can invest your 3a funds according to your preferences.

Retire with a plan: Pension fund payout or monthly pension?

Evi Stergiou

When withdrawing from a pension fund, one important question arises: Do you want a lifelong pension or do you want a lump-sum payout? Both options have their advantages and their disadvantages.

Using an executor to distribute your estate’s assets

Müge Cinar

How you will divide your estate is not a simple topic. By appointing an executor, you can relieve your heirs of an administrative and emotional burden during a difficult time. When is it useful to have an executor?