Pack Retirement Strategy & Optimisation
Your tailor-made retirement action plan, built like a financial engineering file.
This service is designed for executives and senior managers aged 52 to 63 wishing to optimise :
- Retirement age
- Tax situation
- Buybacks
- International careers
- Transition income
- Overall wealth structure
This is a high-level strategic support designed to maximise your rights and minimise financial losses.
What we build together
Departure scenarios
- Legal retirement age
- Full-rate age
- Best tax year
- Impact of buybacks, CET, unemployment
Advanced financial analysis
- Profitability of buyback quarters
- Year-by-year tax impact
- CET optimisation
- Employment-retirement combination strategy
International careers
- Bilateral agreements (USA, UK, Canada, Australia…)
- Integration of foreign periods
- Conversion strategies
Complete action plan
- Timeline
- Administrative steps
- Key arbitrations
- Premium expert recommendations
Deliverables
- Full strategic plan (premium PDF)
- Comparative tables
- Financial modelling
- 12–24 month roadmap
- Dedicated video session
- Dossier orientation assistance
For whom?
- Executives and senior leaders with financial stakes
- International profiles
- Clients preparing an optimised departure
- Profiles with CET or buyback issues
Retirement Strategy & Optimisation
on quote
Turn complexity into a clear, profitable strategy
A complete action plan including :
- French & international coordination
- buy-back opportunity analysis
- CET, tax & timing optimisation
- multi-scenario comparison
- dual residence implications
- long-term projections
- detailed written strategic roadmap
👉 Ideal for executives who want to maximise financial outcomes.
they trust us
I make an appointment with a retirement advisor
Retirement Consulting Firm
Retraiteconseil.com is a retirement consulting firm located in the heart of Paris, made up of a professional team of lawyers and specialized advisors.
retraiteconseil.com