If you are considering retirement, aside from the state’s minimum retirement provisions, there are many different combinations of retirement vehicles which may be suitable to your circumstances. Picking the most suitable blend of benefits will have a very positive impact on your financial well being during retirement. A correct selection of these combinations will give you the benefit of:
- A Large tax free lump sum
- Income flexibility or an Income guarantee
- Further tax free investing
- Ability to control investment decisions
- Inheritance planning
- Added security
When you retire you are entitled to take up to 25% of your retirement fund as a tax free lump sum in cash to spend as you please. Once you have taken this you have a number of options available to you.
Retiring Decision Chart
To find out more about ARF’s, please click here
To find out more about Annuities, please click here
If you are near to retirement age our QFA financial advisors will work with to make sure that you have a retirement strategy which maximises the value of your current pension and savings packages helping you to enjoy your retirement you richly deserve.
If you are at retirement age and wish to get Pax Asset Management to start the process to get your 25% tax free lump sum please contact our skilled QFA advisors by completing the inquiry form below, or by calling 01 652 0394 now,