About this guide

What do you want to do once you’re retired? What do you want to be able to afford, and how can you protect yourself and your loved ones? You need to plan and set money aside in advance for this new stage of life if you want your dreams to come true after retirement. The sooner you ask yourself these questions, the easier it will be to act on the answers.

Planning your retirement

40, 50, 60 – what do I do when?

Your post-retirement budget

Owning your home and retirement

Savings and saving tax

Pay taxes while also putting aside savings

What you need to know if retiring early

Early retirement: state pension (AHV) & pension funds

Providing for your loved ones

Statutory sequence of inheritance

Beneficiary rule in individual cases

Protection for cohabiting partners

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