Shinhan Investment Corp. announced on the 19th that its 1:1 customized pension consulting service for high-net-worth pension clients, the 'VIP Pension Report,' is gaining recognition as a flagship service.
The 'VIP Pension Report' service, launched in 2020, began as a personalized non-face-to-face pension consulting service between accountants and clients to overcome the limitations of in-person consultations during the pandemic. It has since evolved into a comprehensive pension consulting service that offers face-to-face consultations with pension experts.
The VIP Pension Report is a personalized document that comprehensively considers the client's situation, tax system, and financial market environment to guide ways to reduce taxes and optimize pension benefits. It provides expected tax information on retirement benefits for each client and know-how on income tax savings through pensions.
Additionally, based on expected rates of return, it presents simulations of pension receipt over 10 years, helping clients anticipate when to choose between comprehensive income tax or separate taxation reporting, offering detailed pension receipt simulation data.
Shinhan Investment Corp. plans to continue providing high-quality pension services, including tax and asset management consulting based on professional expertise.
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