The Individual Pension Account is a qualified pension program that gives an opportunity to spare some money for pension and at the same time to use tax relief. In case of IPA there is no obligation to deduct tax from capital gains at the level of 19% (so called Belka’s tax). Such a high relief caused that the legislator has introduced limit in yearly investments, which in 2015 was at the level of PLN 11 877. You can find in our offer IPA in form of a life insurance and investment funds. We cooperate with the well-known Insurance Agencies and Investment Fund Companies.
If you are interested in such form of money investment and you would like to invest some money for your pensions with solution that uses tax relief call us or contact us via form.