Watch the video: Personal planning Process for Retirement
Personal planning process and professional guidance to address all of your needs upon your retirement and after retirement.
Why is it important for you to receive professional planning before retiring or leaving a workplace ?
· Your decisions at the time of retirement have far-reaching ramifications on your ability to live with dignity and security for many years during your pension.
· Every decision you make regarding taxation and retirement is irreversible.
· Through professional tax planning you will save tthousands of Shekels and even more, in tax payments on your retirement allocations and pension.
· The constantly-changing tax laws require a high level of expertise and ongoing updates - don't settle when it comes to tax consultants!
· A retirement planner will help you exercise the rights and tax benefits that you are entitled to by law, during the period after your retirement as well.
· Accountants and/or tax consultant that specialize in taxation upon retirement and upon leaving a workplace, will represent you before the tax authorities (Income Tax), as required.
Retirement planner - What makes him an expert ?
The Retirement planner is experienced and knowledgeable in many areas !
· Labor law
· Insurance and pensions
· Financing and planning sources of income
· Finance and feasibility
· Retirement and leaving a workplace
Personal retirement planning process - What does it include ?
· Tax planning and retirement planning and exercise of tax benefits during pension.
· Analysis of insurance and pension plans, with an emphasis on tax considerations.
· Professional representation for all matters relating to the retirement agreement.
· Handling special taxation and retirement issues.
· Planning income sources for the post-retirement period.
Personal retirement planning - how does it work ?
1. Personal meeting that includes mapping of your needs and understanding the possibilities at your disposal
2. Gathering information and obtaining documents
3. Processing and analyzing the data
4. Tax consultation by using a special taxation simulator for retirement or work termination
5. Presenting the alternatives for tax planning and decision making - immediate saving in tax payments on your retirement and pension grants
6. Presenting all the necessary permits and your instructions to your employer
7. Assisting you with forming your instructions to the relevant bodies
8. Supervision and follow-up until all your instructions are completely carried out.
9. Planning your income sources post retirement (financial planning for retirement).
10. Continued personal presentation after your retirement including assistance with exercising rights and tax benefits, which you are entitled to.
Tax and Retirement Experts - Who are we ?
· The B4 Retirement planners have an exclusive expertise in the fields of taxation and retirement.
· The B4 Retirement planners represent many workers from the public and private sectors, upon retirement and leave of workplace.
· Unique retirement simulator that supports decision-making.
· Manage the biggest and most updated information website in Israel in the field of retirement.
· The Experts are multidisciplinary financial experts, who work solely in retirement finance. We are well acquainted with the unique needs of the retired population, as well as with the relevant savings possibilities available in the market, and we are knowledgeable in taxation of "passive" incomes.
· We give you an opportunity to receive unique, professional advice in different processes regarding retirement and leave of workplace.
B4 - Experts in taxation and retirement - guarantee that you will receive your money and even more.
To set up a personal meeting with a retirement planner, expert in retirement and taxation - press here.