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Since 2005, part of the pension has to be taxed. How big this part is depends on the year of retirement.
Those who retired in 2005 or before only have to pay tax on 50 percent. Since then, the taxed portion has increased by two percentage points per year, and since 2021 by one percentage point per year. From retirement in 2040, the entire pension must be taxed.
Without proof, the tax office will count 102 euros as income-related expenses. You must declare higher expenses in your tax return (Annex R) in order to be able to deduct them.
Our experts are familiar with the tax-implications of most investments available and can also inform you about other tax-deductibles that you could take advantage of.
You can simulate those investments in our mobile app alongside inflation and interest rates.
We regularly help our clients optimizing their investments for tax-efficiency.
Get in touch with our experts to review your options.