Overview

A pension plan is a retirement tool. It allows you to claim income tax benefits against your premium payments, by way of both deduction and exemption.

 

Deductions from gross income (Under Section 80C of the Income Tax Act)

You can deduct from your taxable income to a total of Rs. 1 lakh in certain instances, such as your insurance payments.

 

The pension you receive is taxable as salary whereas family pension received by your legal heirs is taxable as income from other sources.

 

If you take a lump sum of the accumulated corpus, a certain proportion of the fund value can be taken home as tax free.


Pension Plan: Premium

Get Premium of regular pension plans offered by all life insuance companies to help you decide the plan which suits you the best.

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Pension Plan Tax Implications: Basics

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Insurance Details

Pension Plans
     (Want regular income for my family after my retirement)

Child Plans
     (Want to save for my child's future)

Term Plans
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ULIP
     (Want a long-term investment option with market-linked returns)

Traditional Plans
     (Want a long-term investment option with low risk)

 

 

Preferred Insurance Cos.
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  •  LIC
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  •  KOTAK
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  •  SBI
  •  MAX NEW YORK
  •  BIRLA SUN
  •  METLIFE
  •  TATA AIG
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Pension Plan Tax Implications: Opinion

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Decision-making Corner

Term Insurance comparator
Use the term insurance comparator to compare various term insurance plans as well as insurers as per your specifications.

Mediclaim comparator
Use the health insurance (Mediclaim) comparator to compare various Mediclaim plans as well as insurers as per your specifications.

Endowment vs. Whole Life Comparator
Use this comparator to compare a whole life insurance policy and an endowment policy.

Should I Continue My Whole life Policy?
Use this calculator to find out if you should continue your whole life policy or invest the premium amount saved in other avenues.

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