case
PRSA Pension
The Question I am 60 years of age and have a PRSA pension worth €250,000. Accessing your €250,000 PRSA at age 60 in Ireland is a significant financial step with…
View MoreSee results
Case studies
case
ARF Retirement Fund Restructure
Why is my ARF not Increasing in value? Meet Maeve – Retired Company Director aged 68 Maeve had retired from her company age 60. She accessed her pension at that…
View More
case
Pension Access
Can I access my Company Pension at age 62? Meet Pat – A Company Director, 62 Pat had a Company Pension Fund of €640,000. He wanted to access his pension…
View More
case
Retiring GP
Meet Paul Retiring GP age 61, Married – Paul from Dublin Paul (GP), aged 61, was retiring from his medical practice after 30 years. He had a GMS Pension valued…
View More
case
Inheritance Tax On Pensions
Recent Changes How to make sure your Spouse gets your Pensions Tax-Free if you pass away. Recent changes in the Finance Act, December 2022 now mean a PRSA Pension is…
View More
case
Income From 1 Million Pension
Income From 1 Million Pension Meet Jack – A Business Owner Jack is a 60-year-old Irish business owner who has spent decades building a successful business. He has €1,000,000 in…
View More