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Pursuant to § 97 of the Social Code Book VI, other income is offset against the widow’s pension from the fourth month after the death of the spouse (death quarter) if it exceeds the tax-free amount.
The tax-free amount for surviving dependants is currently 902.62 euros in western Germany and 883.61 euros in the new Länder (as of April 2022).
At Horizon65 we can help you to determine if company pensions are worth it for you by using our mobile app to simulate its effect on your future taking into your existing investments and potential impact of inflation and taxation.
We regularly help our clients by comparing all the available company pension products on the market using our comparison portal or you can also directly get in touch with our experts to understand if it can be a good option for you.