View Single Post
  #28  
Old 30.10.2019, 18:07
The ScottiCH One The ScottiCH One is offline
Junior Member
 
Join Date: Oct 2014
Location: Basel Area
Posts: 92
Groaned at 2 Times in 1 Post
Thanked 76 Times in 42 Posts
The ScottiCH One has earned some respectThe ScottiCH One has earned some respect
Re: 2nd pillar contribution

Any idea if this 3-year lock after a voluntary contribution to pillar 2 also applies to a pledge for home ownership?

I checked Art79b but it only explicitly mentions withdrawals.

Just wondering if someone could hypothetically make additional contributions in the next 2 years to reduce annual income tax significantly and also pledge the funds as part of a mortgage application in year 3 without incurring any tax charge or other penalties?

Thanks
Reply With Quote