SmaRP: Smart Retirement Planning

Personal Info

Birthdate

Gender Affiliation

Male Female

Desired Retirement Age (optional)

Postal Code / Municipality

Marital Status

Single Married Married 2x Income

# Children

Church Affiliation

Yes None

Occupational Fund - Second Pillar

Current Annual Salary

Expected Salary Growth Rate %

Current BVG Assets

Interest Rate % (optional)

Voluntary Purchases

Purchase Type

Single Annual

Private Fund - Third Pillar

Current Assets

Annual Contribution

Expected Return %

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Table

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The content of the report does not hold any legal value and its correctness is not guaranteed.
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