דף הבית
לתאום פגישת ייעוץ
1599-500-570
בי. פור יועצי פרישה בע''מ פרישה
סימולטור 161
 
אל תשלמו מס מיותר תכנון מס
 
להנות מהמקסימום תכנון כלכלי
 
סימולטור מס
אפליקציות
מחשבונים
טפסים
סרטונים
קיבוע זכויות
פיצויי פיטורים
כתבות
מאמרים
טופס 161
עדכונים שוטפים
מצגות
פיטורים והתפטרות

Pre-retirement and/or job departure consulting

 

Watch the video: Personal Consultant Process for Retirement

Personal consultant 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 consultancy 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 and consultancy you will save tens of thousands 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 consultant 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 consultant will represent you and advise you before:

The employer, Income Tax Authority, insurance agents, and all bodies and institutions relevant to handling your retirement.

Retirement consultant - What makes him an expert ?

The Retirement Consultant is experienced and knowledgeable in many areas !

· Taxation

· Labor law

· Insurance and pensions

· Financing and planning sources of income

· Finance and feasibility

· Retirement and leaving a workplace

Personal retirement consulting process - What does it include ?

· Tax planning and consulting for retirement 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 consulting - how does it work ?

1. Personal consultation 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. Executing your decisions and representing you (if required) before the tax authorities via an accountant

7. Presenting all the necessary permits and your instructions to your employer

8. Assisting you with forming your instructions to the relevant bodies

9. Supervision and follow-up until all your instructions are completely carried out.

10. Planning your income sources post retirement (financial planning for retirement).

11. Continued personal presentation after your retirement including submitting financial reports to the Income Tax Authority and assistance with exercising rights and tax benefits, which you are entitled to.

Retirement Consultants - Who are we ?

· The B4 Retirement Consultants have an exclusive expertise in the fields of taxation and retirement.

· The B4 Retirement Consultants 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 on behalf of Financial Planning Maxi93,748ation for Retirement 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. The Maxi93,748ation financial experts will build the "nextstep" for you, a financial plan for the retirement period, which will allow you to plan your resources correctly and will guarantee your financial security for the next 30 years.

· We give you an opportunity to receive unique, professional advice in different processes regarding retirement and leave of workplace.

· The retirement consultants, which are taxation and retirement experts on behalf of B4 Retirement Consultants and Financial Planning Maxi93,748ation for Retirement do not engage in marketing and in selling pension savings products or financial products. After receiving a real retirement consultancy - you will be able to get back to each of the professionals you chose- and ask them what you really need!

B4 - Experts in taxation and retirement - guarantee that you will receive your money and even more.

To set up a personal consultation meeting with a retirement consultant, expert in retirement and taxation - press here.



מיפוי כספי פיצויים כספי תגמולים
  דף קודם  
Bookmark and Share
הדפס את המאמר
אפליקציות
מחשבונים
טפסים
מצגות
פיצויי פיטורין
פיטורין והתפטרות
מאמרים
כתבות
טופס 161
קיבוע זכויות
סימולטור מס
עדכונים שוטפים
סרטונים

תכנון פרישה

תכנון מס
תכנון כלכלי
תקנון | קצת עלינו | לתאום פגישת ייעוץ | 1599-500-570
Facebook Google Plus
תקנון | קצת עלינו
לתאום פגישת ייעוץ 1599-500-570
Facebook +Google
© כל הזכויות שמורות לבי. פור יועצי פרישה בע"מ.