Pillar 3a — Tax-Free Retirement Savings

Verified · Last updated April 2025
6 min readCHF 0 (you're saving, not spending)Last verified: April 2025RECOMMENDED

Pillar 3a is the single most effective legal tax deduction in Switzerland. Every franc you contribute reduces your taxable income — saving hundreds to thousands per year.

Step by step

  1. 1

    Understand the 3-pillar system

    Pillar 1 (AHV) = state pension. Pillar 2 (BVG) = employer pension. Pillar 3a = voluntary private savings with tax benefits. Together they aim to maintain your standard of living in retirement.

  2. 2

    Know the maximum contribution

    Employees: CHF 7,258/year (2025). Self-employed without BVG: CHF 36,288/year. Contribute the maximum every year for the biggest tax saving.

  3. 3

    Choose a provider

    Banks: UBS, PostFinance, Raiffeisen (capital guaranteed, low returns). Digital: VIAC, frankly, finpension (invested in ETFs, higher long-term returns). The difference over 30 years is significant.

  4. 4

    Open multiple accounts

    You can split contributions across up to 5 accounts. At withdrawal, each account is taxed separately — staggered withdrawals reduce the one-time tax hit.

  5. 5

    Withdrawal rules

    Locked until 5 years before retirement age (60 for women, 60 for men). Early withdrawal allowed for: buying property, leaving Switzerland permanently, starting self-employment.

  6. 6

    Claim the deduction

    Declare your 3a contributions on your tax return (or correction request for Quellensteuer). The full amount is deducted from taxable income.

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People also asked

Official sources for this guide

  1. ch.ch — Pillar 3a
  2. VIAC — Digital 3a

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