Housing promotion account Housing Riester

  • Erstellt am 2016-08-20 18:58:29

bluminger

2016-08-20 18:58:29
  • #1
Hello.

I would be interested to know what your general opinion on the topic of Wohn-Riester is? We are currently very undecided, also because it makes the whole thing more complicated...
 

toxicmolotof

2016-08-20 19:26:26
  • #2
Riester as such can be a nice addition. Also in the form of Wohnriester, also to additionally pay off debt later. But in the rarest cases would I firmly incorporate it.
 

tb111

2016-08-20 20:54:20
  • #3
We also considered Riester, but quickly dismissed it when we heard that the housing promotion account is interest-bearing at 2%, while our loan is below that. It makes little sense to me to repay the loan with a lower interest rate and take out a new "loan" in the form of the housing promotion account.
 

Judyyy

2016-11-30 15:14:38
  • #4
Hello dear community,

I am currently reading up on Wohn-Riester and have a question for better understanding, based on this example calculation I found on the internet...


Together 70,000 €, married, 1 child


Contracts: two contracts

Own contribution (annual):
3,592 €

Allowances (annual):
813 €

Tax advantage (effective):
1,421 €

Total funding:
1,421 €

Funding rate: 40 %



Which amount is now credited to the Wohnförderkonto and annually credited with 2% interest????


Many thanks in advance.


Best regards
Judyyy
 

Judyyy

2016-11-30 15:27:47
  • #5
Oh, an error occurred while copying... :eek::confused::oops:.

Together 70,000 €, married, 1 child

Contracts: two contracts

Own contribution (annual):
3,592 €

Allowances (annual):
608 €

Tax benefit (effective):
813 €

Total support:
1,421 €

Support rate: 40 %
 

Caspar2020

2016-12-02 14:21:12
  • #6
google "wohnförderkonto example calculation finanztip"

In brief. The 2% interest only starts when a withdrawal of the subsidized capital begins, i.e., (and then on the entire accumulated amount). In other words, you save into Wohn-Riester, then when the allocation occurs and you use the equity and loan, the Wohnförderkonto starts. Additionally, if the repayment is also Riester-subsidized, these also flow into the Wohnförderkonto.

Of course, the Wohnförderkonto then plays a role in the tax calculation in retirement to calculate the tax burden, and not as the "whole" amount.

You also cannot simply compare the 2% with the mortgage loan interest rates.

For us, it will be worthwhile (of course, you should not simply spend the tax advantage, but use it for special repayments or reserves). However, we have now calculated a model with our bank where we will not realize the withdrawal now, but will transfer the capital accumulated so far into a Wohn-Riester/TA construct, in which the allocation will take place in about 16 years. Then we will be 52. From then on, the Wohnförderkonto will be "activated"...

For us personally, it makes sense. (the current tax advantage is just under 1000).
 

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