Effective pension planning requires some strategic choices to be made, preferable with a financial advisor.
Expats face an even more complicated situation than others because they often have existing pension funds or state pensions in multiple countries.
It all starts with an in-depth status check of your current financial situation.
In our daily experience, most people – and expats no different from Germans in this regard – have no clear idea or concept about their future pension.
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In our daily experience, most people – and expats no different from Germans in this regard – have no clear idea or concept about their future pension. This is why we had this very simple pension calculator developed for self-assessing your pension goals.
It is nothing fancy and of course we as your financial advisor use somewhat more sophisticated software for our financial planning work for you. But we talked to a large number of expats and found that the questions this tool places in front of you are the ones you can most likely answer and thus they make a perfect first step into your pension planning.
There are three simple steps which are explained in this tool which lead you from setting your pension goal to looking at what you have already done in the form of setting up pension plans and investing money for the final necessary pension pot: if there is a gap between your expectations and what you already have done in order to build up your pension for retirement, you’ll know now what you still have to invest each month in order to meet your pension target later. You can try it by yourself here.
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