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Let's break down the key rules, common misconceptions, and planning considerations to help you align your Swiss pension benefits with your overall cross-border financial plan.
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Switzerland’s family allowance helps with the cost of raising children. It’s a national system with federal minimums, topped up by the cantons.
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Retiring in Switzerland offers U.S. expats a high quality of life, stunning scenery, and excellent healthcare. Key considerations include the retirement age, financial resources, and health insurance. U.S. citizens need to meet specific requirements and manage tax implications and cost of living.
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Navigating taxes in Switzerland as an American will feel different from taxes in the US, so we've compiled this guide full of the latest information. Think of it as your crash course in Swiss taxes, created by and for expats.
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For U.S. expats moving to Switzerland, navigating the Swiss health insurance system can often feel overwhelming. With its mandatory requirements, supplementary options, and unique considerations, it’s essential to understand how Swiss insurance works to ensure you and your family are adequately protected. To help break it all down, Arielle Tucker, CFP® & EA, recently spoke with Jenny Goodwin, an independent broker and the owner of InSwift, which specializes in helping expats navigate the Swiss insurance landscape. Jenny provided valuable insights into what’s required, what’s recommended, and how to make informed decisions about your coverage.
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This guide explains how Switzerland’s cantonal tax system works, why tax rates vary so widely across regions, and how those differences affect your Foreign Tax Credit as a U.S. taxpayer. For Americans living in Switzerland, especially high earners, choosing a lower-tax canton doesn’t always mean paying less overall. In some cases, it can increase your U.S. tax liability. This article breaks down the mechanics behind that dynamic and highlights the key planning considerations to help you align your canton choice with a smarter cross-border tax strategy.
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As the second of a three-part series, this article will dive into the first pillar of the Swiss pension system. See also Pillar 1 and Pillar 3.
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As the third of a three-part series, this article will dive into the first pillar of the Swiss pension system. See Pillar 1 and Pillar 2.
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