Pension Rights Fixation & Retirement Taxation

Retirement is a major financial crossroad. Fixation of Rights (Kibua Zchuyot - Form 161D) allows retirees to maximize lifetime tax exemptions on monthly pension payouts and severance packages.

Key Services for Retirees:

• Form 161D Filing (Kibua Zchuyot): Submitting tax exemption elections to secure higher tax-free monthly pension income.
• Severance Tax Optimization: Tax spread mechanisms (Prias Mas) for lump-sum severance payouts over multiple tax years.
• Annuity & Pension Tax Advisory: Coordinating tax exemptions between multiple pension funds and provident accounts.