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PER, PEA, life insurance: the winning trio


PER, PEA, life insurance: the winning trio

Décembre 2023

To manage your long-term savings, whether in the stock market or bond investments, PER, PEA and life insurance are three complementary schemes with different characteristics. This article explains how to combine them to consolidate your assets within a tax-advantaged framework, with advice from Sophie GONSARD, Althémis notaire in Le Vésinet.

This article is only available in French.