Do you have burning questions about how the Swiss pension system works? Are you planning on leaving Switzerland and not sure how to withdraw your pension without being double taxed? Are you receiving mixed advice about maximizing your retirement savings as a US citizen (or US tax resident) living in Switzerland? This educational workshop will run you through the differences between the Swiss Pillar system and give you the tools to navigate the differences between the US and Swiss retirement systems.
Cost: 25 CHF Members/35 CHF Non-Members.
Registration/Cancellation deadline: February 3, 2024
This session is by Zoom video call only. No in person attendance is provided. The zoom link will be provided 24 hours in advance and only after payment is received. Please note the zoom link is only for the registered attendee and each participant will be admitted individually into the call. PLEASE DIAL-IN 15 MINUTES EARLY TO ENSURE YOU ARE ADMITTED INTO THE CALL ON TIME.
AWCZ Cancellation and No Show Policy:
AWCZ Cancellation and No Show Policy: For those cost-based Events and Activities, the participant/s will be billed for the Event/Activity unless she/he has cancelled before the cancellation deadline in writing or per e-mail. For free Events and Activities, as we need an accurate head count for the caterers, the cancellation deadline should be honored. Thank you for your understanding.
Contact Lisa for further information.
Arielle Tucker is a Certified Financial Planner™ and Enrolled Agent. She has spent over a decade living and working in Switzerland and Germany on US tax and financial planning issues for US expats and their families. Arielle founded Connected Financial Planning to empower professionals and their families to build a life that reflects their core values while building a stable financial future. She believes that financial education is the cornerstone of every client relationship. As a CFP® , Arielle is held to the fiduciary standard and runs a transparent fee-only practice (no product sales or commissions). She lives in the Zurich area with her husband and two children.
Selim Bucher is the founder and tax partner of TaXperts. As a licensed and certified fiduciary under Swiss federal legislation, he possesses an unparalleled understanding of the intricate Swiss tax landscape. He supports individuals and multinational companies in managing their expatriate population with their tax, social security, and pension affairs. Having lived as an expatriate in the US, he understands the challenges expatriates face regarding their taxes. His connections with tax authorities, coupled with practical experience in a local tax department and years of experience as an engagement leader in one of the leading Big4 accounting firms, make him a trusted authority in Swiss and US tax advisory services.
You can pay online by PayPal* or by Wire Transfer.
If you prefer by bank transfer, please find the account details below:
Payment to: Account Name:
UBS AG American Women’s Club of Zurich
Bahnhofstrasse 45 Höschgasse 38
8001 Zürich 8008 Zürich
IBAN: CH44 0020 6206 2209 7740 X
Please be sure to include your NAME, NAME OF THE WORKSHOP and THE REGISTRATION NUMBER with your payment. This is the only way your payment can be identified.
*When you click “pay online", you will be redirected to PayPal. Kindly note, when using PayPal for payment, a minimal additional fee of 4% is applied to cover the Club's incurred costs from PayPal. Members will pay a total of 26.00 CHF, while non-members will pay 36.40 CHF.
