Yuanta Securities "Expert Course on Pension Assets for the First Half of the Year Starts from the 13th"

Yuanta Securities announced on the 12th that it will conduct the "2024 First Half Pension Asset Expert Course" for branch PBs at 1 PM on the 13th and 20th of this month on the 3rd floor of the Yeouido Anchor One headquarters.

Yuanta Securities will conduct the "2024 First Half Pension Asset Expert Course" for branch PBs at 1 PM on the 13th and 20th of this month on the 3rd floor of the Yeouido Anchor One headquarters. (Provided by Yuanta Securities)

This training course will be held twice, covering the utilization methods and consultation points of representative tax-saving accounts such as pension savings, individual IRPs including retirement pensions, and brokerage-type ISAs.

The course is composed of various topics, ranging from the basic overview of public and private pension systems that are easy to overlook, key points of each tax-saving account, the process of DB (Defined Benefit) and DC (Defined Contribution) type retirement pensions, revised tax laws, brokerage-type ISA utilization methods, to investable products suitable for market conditions within each tax-saving account.

Choi Hyun-jae, Head of the Investment Consulting Division, said, "As the importance of private pensions for preparing for retirement life is emphasized, we prepared this course to strengthen PBs’ capabilities through professional education and provide effective customer consulting. We will expand the pension asset expert course education in the second half of the year to become Yuanta Securities that creates greater value for customers."

Meanwhile, Yuanta Securities provides a "Comprehensive Tax Benefit Guide and Diagnosis" content on its website to help customers who find tax-saving products difficult to understand and to offer customized tax-saving tips. This includes a summary comparison of tax benefits by product and the maximum tax deduction amount that can be received during year-end tax settlement based on contribution limits.