PER or life insurance: which one to prepare for retirement
Locked funds, tax advantage at entry or exit, flexibility and estate planning: comparing the two long-term French wrappers.
Life Insurance
5 articles
PEA, life insurance or brokerage account: where to hold your ETFs
Each wrapper has its own tax treatment, limits and eligible ETFs. The comparison for placing your trackers in the right place.
SCPI directly or through life insurance: which wrapper to choose
Taxation, entry fees, liquidity and the share of rent passed on: comparing the two ways of holding French property funds.
Euro funds or unit-linked: how to split a life insurance policy
Capital guarantee against return potential: how to arbitrate between euro funds and unit-linked supports according to your horizon.
French life insurance: the 7 criteria that separate a good contract from a bad one
Management fees, range of supports, available ETFs, switching costs: the grid for comparing two life insurance contracts.