Individuals - Retirement - Page 12

Originally introduced in 2009 for foreign nationals residing in Portugal for at least half the year, the tax exemption was total through 2020, then reduced...

The transformation of baby boomers—once perceived as carefree consumers—into diligent savers can be explained by various factors.

In F...

Planning for retirement requires special attention during the final years of one's professional career, according to the latest study...

In October 2023, the life insurance sector saw a dramatic 26% increase in premiums compared with the same period the previous year...

Some seniors are exempt from the General Social Contribution (CSG) on their pensions, subject to their taxable income...

Business owners, factory workers, and farmers are among those most concerned about their retirement. A study conducted by Mon Petit Plac...

According to data collected by Hellosafe, with 18% of French people saying they invest in a private savings fund, our country ranks among the European countries...

Once you reach retirement age, you can certainly take advantage of the PER’s key tax benefit to reduce your taxable income.

The Savings Plan...

The Nortia Observatory on Independent Financial Advice, based on data from more than 2,600 independent financial advisors, shows that the trends and investment strategies of ...

Life insurance posted positive net inflows of 1.3 billion euros over the first nine months of 2023. Premiums paid into a savings plan...

The tax benefits offered by the Retirement Savings Plan (PER) can be advantageous if your marginal tax rate is 30% or higher. In re...

For now, you can set up a retirement savings plan—specifically a PER—for your children. But that could change in 2024.

By opening a PER...