Individuals - Retirement - Page 9

Pension Fraud: An Initial Positive Assessment for the Government

Pension Fraud: An Initial Positive Assessment for the Government

June 4, 2024

One year after implementing its major plan to combat tax evasion, the government has issued an initial positive assessment. Of the 15.2 billion ...

The Shared Gift: A Solution for Planning the Transfer of Your Estate

The Shared Gift: A Solution for Planning the Transfer of Your Estate

May 27, 2024

 
A shared gift is the preferred option for avoiding conflicts during the probate process, particularly with regard to real estate, as it allows for the preservation of the j...

The French want to consume, spend, and also save

The French want to consume, spend, and also save

May 21, 2024

Following the lockdowns, consumer habits are expected to shift toward greater self-control and a renewed focus on family life, the home...

What Should You Do with Your Incentive and Profit-Sharing Bonuses?

What Should You Do with Your Incentive and Profit-Sharing Bonuses?

May 21, 2024

In most companies, the deadlines for paying incentive and profit-sharing bonuses are set for May 31, 2024. But what is the practice...

Tax Returns: A Pitfall That Lurks for Retirees

Tax Returns: A Pitfall That Lurks for Retirees

May 21, 2024

When you are retired and need to file your tax return, it is important not to confuse the "taxable net" amount with the "net..." amount

The PER is a huge hit!

The PER is a huge hit!

May 14, 2024

The Ministry of the Economy announced that the Retirement Savings Plan (PER) had surpassed the thresholds of more than 100 billion euros in assets under management and 10 milli...

What Are the Retirement Benefits for Military Service?

What Are the Retirement Benefits for Military Service?

May 14, 2024

Military service entitles individuals to retirement benefits under the basic and supplemental pension plans, subject to certain conditions.

Periods of service...

PER and SCPI: What Are the Tax Implications Upon Retirement or Early Withdrawal?

PER and SCPI: What Are the Tax Implications Upon Retirement or Early Withdrawal?

May 14, 2024

Although PER insurance plans offer undeniable advantages when it comes to retirement savings, it is important to remain vigilant about the tax intricacies...

Private Equity in Your PER

Private Equity in Your PER

May 14, 2024

Starting in October 2024, a new regulation will take effect for insurers, requiring them to include a minimum proportion of unlisted assets in...

Employee Savings Plans: Are the Funds Sufficiently Committed to the Energy Transition?

Employee Savings Plans: Are the Funds Sufficiently Committed to the Energy Transition?

May 7, 2024

Epsor, a mission-driven company specializing in employee savings and retirement plans, has published a study covering more than 271 funds available through employee savings plans ...

How Can We Explain the Success of the PER?

How Can We Explain the Success of the PER?

May 7, 2024

In 2023, the Retirement Savings Plan (PER) reached two major milestones: 10 million account holders and 300 billion euros in contributions...

Pensions to Rise in 2023

Pensions to Rise in 2023

April 30, 2024

In 2023, the National Old-Age Insurance Fund (Cnav) paid an average monthly pension of €814 to the 15.3 million retirees in the general pension system, as...

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Latest Articles

One in four first-time homebuyers buys a home with money from their family

One in four first-time homebuyers buys a home with money from their family

September 15, 2026

The first Nestenn Observatory on Real Estate Trajectories puts a number on a practice that everyone is familiar with but doesn't measure: 26.1% of first-time homebuyers...

European ETFs Have Seen Two Consecutive Months of Record Inflows

European ETFs Have Seen Two Consecutive Months of Record Inflows

September 15, 2026

After a record July at 49.4 billion euros, the market for Europe-based exchange-traded funds saw inflows of 43 billion euros in subscriptions...

One-third of French people have dipped into their savings to make ends meet

One-third of French people have dipped into their savings to make ends meet

September 15, 2026

A study conducted for XTB France by TGM Research examines the trade-offs households are making as the school year begins. The figure of interest to investors...

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