Opening a pension planning account
| Here is the procedure to follow if you want to open a vested benefits or individual retirement savings account with one of the Pictet Foundations: |
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3. Determining the amount to be invested When your vested benefits come from a pension fund, you have the possibility of opening two vested benefits accounts, either with the same foundation or with two different foundations. You are free to choose how you wish to distribute your assets between the two accounts. Depending on your financial resources, you are free to choose how much and how often you want to pay into your individual retirement savings account. However, the annual contribution must not exceed the maximum tax-deductible amounts. You can also transfer all or part of the retirement capital that you have accrued with another 3rd Pillar A institution. 4. Contact our Pension Planning team Our philosophy is that every client is different and unique. Thus, in order to meet each client's specific needs we make every effort to thoroughly understand their personal and financial circumstances. This is why our pensions experts work closely with you to choose the pensions solutions that best match your objectives. To finalise the opening of a vested benefits or individual retirement savings account, please do not hesitate to contact our advisors. |
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