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My Swiss 3a retirement insurance policy is expiring soon. If I choose to cash out the policy and transfer the money to another 3a retirement account, do I have to pay tax on the assets when I cash out? If so, will my savings be taxed again when I eventually close my 3a retirement account?
Thanks for your help here.
Greetings,
Assets held in Swiss 3a retirement solutions are not taxed until they are withdrawn ahead of retirement. You do not pay taxes on assets when you moving them from one tax-privileged 3a solution to another.
Best regards from Moneyguru
More on this topic:
Pillar 3a retirement savings account comparison
Pillar 3a investment accounts explained
Swiss taxes: Using the third pillar
