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Old 30.10.2019, 17:07
The ScottiCH One The ScottiCH One is offline
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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?

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