Avail of Our Special Offers & Promotions >>>
Your Life Cover & Protection Planning
- Life Cover; the lowest cost available
- Life Cover; very low cost with extra options
- Life Cover: for your Inheritance Tax Planning
- Mortgage Protection Cover
- Income Protection
- Serious Illness Cover
- Life Cover Calculator
Your Pensions & Retirement Planning
- Personal Pension; Private Planning Option
- PRSA; Pension Retirement Savings Account
- ARF; Savings Plan in Retirement
- AMRF; Minimum Saving Funds
- Annuity; Regular Income in Retirement
- Pensions Calculator; Self Assessment of Needs
Your Savings & Investments
- College Fees; funding your children's education
- Regular Savings ; wealth creation
- Your Risk Profile – managing risk versus reward
Your Business Cover
& Employee Risk Benefits
AMRF; Minimum Saving Funds
What Our Customers Say
Investing your Pension Fund into an Approved Mininimum Retirement Fund (AMRF) is using a personal savings and investments fund to manage part of your pension fund
It is fully Revenue Approved.
It is used to re-invest part of your accumulated pension fund/s at retirement for a minimum period of time subject to revenue rules and guidelines
Main Rules for AMRF’s
-
The maximum amount that can be invested in an AMRF is €120,000
-
AMRF’s investment growth is tax free
-
Withdrawals can only be made from investment returns
-
At age 75, the AMRF is converted to an ARF
-
It would be cancelled on death and also if a guaranteed income of €18,000 is achieved before the age of 75
-
If there is an annual income of €18,000, Revenue do not need an investment into an AMRF
Before you make up your Mind
We can help you make it Right
-
Only one AMRF allowed per person
Eligibility of funds to invest in an AMRF
-
Personal Pension Plans
-
Personal Retirement Savings Plans (PRSA’S)
-
Additional Voluntary Contributions (AVC’s)
-
Occupational Schemes/ Buy out Bonds
-
(Qualifying through these plans is strictly for Proprietary Directors only)
AMRF Summary
-
AMRF strategies are closely linked to ARF's, PRSA's and Personal Pensions,
-
Discussion on all of these at the same time is recommended
-
Follow the links for information on these plans
-
Decisions on AMRF's can be considered in advance and then executed at retirement
- Important to keep options flexible until the decision has to be made
We would be delighted to offer you our friendly advice and expertise
To take us up on this offer you can Contact Us at anytime
