Customize your parameters to calculate your monthly annuity and optimize your wealth transfer
5 ans
10 ans
15 ans
20 ans
2'917 CHF/mois
With Swiss Life (rate 1.75%)
100% garanti
To heirs if premature death
525'000 CHF
31'500 CHF
7%
100%
| Solution | Monthly income | Transmission | Taxation |
|---|---|---|---|
| Fixed-Term Annuity | 2'917 CHF | ✓ Garantie | Optimized (7%) |
| Savings Account (0.5%) | 208 CHF | ✓ Totale | Interest Taxed |
| Obligations (2%) | 833 CHF | Market-based | Income Taxed |
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Your profile: age 65, capital CHF 500,000, duration 15 years
Offers are ranked based on guaranteed rates, financial strength, and alignment with your profile.
Guaranteed fixed-term annuities with full transmission to heirs. Tax advantages based on your age.
Fixed-term annuity expert
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Avertissement
The results provided by this annuity calculator are given for informational purposes only and are based on simplified assumptions, particularly regarding conversion rates and yields. The amounts presented do not constitute a binding offer and may vary depending on market conditions and your personal situation. This calculator does not constitute financial advice or a personalized recommendation. No warranty is given as to the accuracy, completeness, or relevance of the displayed results.
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