Retirement Security Account IKZE
IKZE is a voluntary form of savings, the purpose of which is to accumulate capital, providing financial support for future retirees. This solution is dedicated to anyone who wants to save, setting aside any amount at a time convenient for them, while taking advantage of the tax relief available. Funds deposited into IKZE are appropriately invested, ensuring that savers' capital is systematically multiplied, and in favorable economic conditions, high rates of return are achieved.
IKZE – why is it worth it?
- Funds in IKZE are the private property of the saver and can be withdrawn at any time.
- Any amount and frequency of payments
- Savings are inherited and heirs do not pay inheritance and gift tax
- The accumulated capital is constantly working, and investment profits are exempt from capital gains tax.
- Favorable tax relief – amounts paid in a given year are deductible from the tax base in the personal income tax return
Amount limit
Important!!!
At DFE Pocztylion Plus we do not require you to declare monthly payments, but in a given year the total amount paid should not be lower than PLN 240.
