How to use Wohnriester

  • Erstellt am 2016-04-28 21:17:02

cobra1982

2018-04-11 05:45:59
  • #1
So if I do Riester, and for example I have paid off my house, do I then have to pay taxes retroactively or how should I understand that?
 

Caspar2020

2018-04-11 06:31:07
  • #2
Correct. "Deferred taxation" is the keyword and "wohnförderkonto".

Whether wohnriester is worthwhile is quite individual. The allowances as well as the tax aspects, for example, lead to a significant shortening of the repayment period in our case.

If we continue to set aside the repayment until the "regular" end, it is easily enough for the lump sum payment in our case and there is still a nice amount left over.

However, this requires that we consistently use the tax advantage now for special repayments and not squander it elsewhere.
 

Caspar2020

2018-04-11 06:49:34
  • #3
whereby the calculation overlooks 2.5 things.

1. In the savings phase, the WFK account only comes into play upon activation (and then to the amount of the subsidized sum).

2. The WFK is "interest-bearing" at 2% annually; and that makes the first point so crucial (if the activation occurs too early, a rather substantial compound interest effect starts just from the initial activation).

2.5. For married couples, a housing promotion account is created for both partners, and the 2100 (if fully utilized) is also credited to both.
 

cobra1982

2018-04-11 09:28:50
  • #4
So your calculation example means I would have to pay back taxes in the amount of €66,250 once at the end so that I can do whatever I want with the house, for example sell it, correct? These €30,000, where does this amount come from?
 

Fuchur

2018-04-11 17:00:05
  • #5
No, not pay additional tax at this amount, but income tax on a fictitious income of this amount.

But as already said, do not forget the annual 2% interest that is added.
 

cobra1982

2018-04-11 18:26:42
  • #6
What exactly do you have to pay back from taxes then?

And do the 2% interest come on top of the other interest?

Do I still have to pay the €96 to receive the subsidy, meaning as long as the subsidy is granted, even if I have taken out financing, do they come on top of the amount to be financed?
 

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