Wealth Tax Drag on Returns
How much does the annual Swiss wealth tax reduce your investment return?
- Return after wealth tax
- 4.97 %
- Drag as share of the expected return
- 0.60 %
How it works
Wealth tax is charged every year on your assets, not only on returns. This reduces the return you keep. The calculator subtracts the yearly wealth tax from the return on your portfolio and shows the effective net return.
Learn more
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