IKZE
retirement security account
IKZE is a voluntary form of saving, which aims to accumulate capital, which is a financial facilities for future pensioners. This solution is dedicated, for everyone who wants to save, postponing any amounts at a convenient time, using the tax credit. The funds paid into IKZE are properly invested, thanks to which the capital's capital is systematically multiplied, and high rates of return are achieved with a favorable conjunction.
IKZE - why is it worth it?
- Funds in IKZE are a private property of the saving, they can be withdrawn at any time
- Any amount and frequency of payments
- Savings are inherited and the heirs do not pay inheritance and donation tax
- The accumulated capital is working all the time and investment profits are exempt from capital profits tax
- Favorable tax relief - the amounts paid in a given year are deducted from the tax base in the PIT settlement
Limit of amounts
Important!!!
In DFE Pocztylion Plus, we do not require declaring monthly payments, but in a given year the sum of the amounts paid should not be lower than PLN 240.
