Retirement planning
Insights on supplementary pensions, severance pay, retirement gaps and planning future income.
5 articles found
The Pension Gap for Professionals in Forlì: How to Bridge It Before Retirement
A professional’s pension gap depends on contribution history, projected pension, future spending and other resources. An individual calculation guides supplementary saving choices.
International Pension & Retirement Planning: Cross-Border Strategies for HNWI
How to build a pension and retirement income strategy that works across jurisdictions. From Italian fondi pensione to UK SIPP transfers, social security totalisation, and tax-efficient drawdown for globally mobile individuals.
Goal-Based Financial Planning: The Definitive Guide to Life-Objective Wealth Management
From the financial needs pyramid to the wealth evolution cone: how a scientific, personalized approach to financial planning can protect and grow your wealth through every life stage.
Aging and Generational Transfer: Planning Today for Tomorrow
Italy's demographic challenge: declining welfare, growing pension gap, record longevity and cost of dependency. How to plan generational wealth transfer with tax-efficient tools.
TFR in the Company or Pension Fund? The Definitive 2026 Guide for Employers and Employees
Technical and tax analysis updated to 2026. Why leaving TFR (Trattamento di Fine Rapporto — Italian severance pay) in the company is a costly liability for the business and a missed opportunity for the worker. Detailed comparison with numerical simulations.