Retirement Investing * based on the DoubleDividend philosophy
In addition to our regular investment services, you can now also start using your annual allowance to invest for retirement with us.
* This service is offered only to existing wealth management clients.
Tax benefit
Why invest and build your retirement savings through DoubleDividend Retirement Investing?
Building up a pension through a tax-advantaged annuity account is tax-efficient, and the returns—after deducting costs—are expected to provide you with a good return over the long term. The total value of your annuity account falls under Box 1, so you do not pay capital gains tax on it. This means you can recover a portion of your contributions through your tax returns. It is important, however, that you contribute within the annual allowance (the amount you are allowed to accumulate annually with a tax benefit). Through this program, the Dutch government encourages the accumulation of a supplemental pension.
DoubleDividend takes care of it for you
Building up a pension through a tax-advantaged annuity account is tax-efficient, and the returns—after deducting costs—are expected to provide you with a good return over the long term. The total value of your annuity account falls under Box 1, so you do not pay capital gains tax on it. This means you can recover a portion of your contributions through your tax returns. It is important, however, that you contribute within the annual allowance (the amount you are allowed to accumulate annually with a tax benefit). Through this program, the Dutch government encourages the accumulation of a supplemental pension.
Protocol for Streamlining Capital Transfers (PSK)
DoubleDividend is a member of the Protocol for Streamlining Capital Transfers (PSK). The PSK streamlines the process of capital transfers between banks, insurers, and investment institutions for tax-advantaged products and specific agreements to this effect have been established and laid out in the PSK. The purpose of these agreements is to ensure that the transfer of capital proceeds as smoothly as possible for you. This may involve a capital transfer to DoubleDividend or from DoubleDividend to another provider. There are a few things you should know to avoid having to pay taxes in the meantime. The capital transfer must be carried out quickly and accurately; otherwise, the tax authorities may levy taxes on the amount being transferred. Read more about the PSK.
Documentation
Want to learn more about pension investing with DoubleDividend?
Do you have questions about how investing or wealth management best suits your situation? Or are you curious about how DoubleDividend can provide you with personalized, dedicated support in achieving your (sustainable) investment goals? I’d be happy to assist you personally.
