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Old 02.07.2019, 19:35
domino65 domino65 is offline
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Re: Leaving to live in the EU & cashing in a Swiss Pension

I am sorry but I do not get it.
My understanding is following. Please correct me if I'm wrong:

Either 2nd or 3rd pillar money is taxable in the new country of residence, e.g. France.
In CH, you pay taxes in the canton where the pension organization is domiciled
In F, you pay taxes but can deduct the already paid CH taxes.
In this case, it makes no sense to pay fees to transfer your pension moneys to a low tax canton

Or 2nd or 3rd pillar money is not taxable in the new country of residence, e.g. Portugal.
In CH, you pay taxes in the canton where the pension organization is domiciled
In P, you do not pay any tax and therefore are not entitled to reclaim the CH tax.
In this case, it makes indeed sense to transfer your pension moneys to a low tax canton even if it costs you high fees

Thank you for clarifying that matter
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