How benefits, advances and redemptions are taxed

The lesson50
Worked case7
Quiz1
Sources and links1

In this module

Module 2 of 2

Test yourself

A way to check what has landed — no marks, no account · 1 section · 258 words · 5 min

Test yourself

Question 1 of 5

With thirty years of membership, what rate applies to the taxable part of a lump-sum benefit?

15%12%10.5%9%

Question 2 of 5

What is the lowest possible withholding rate on a phased payout of the pot?

9%12%15%20%

Question 3 of 5

What withholding applies to an advance for buying a first home?

15% with the seniority discount23%26%No withholding

Question 4 of 5

Who can claim RITA without having just stopped work?

Anyone with five years of membershipSomeone out of work for more than twenty-four months who reaches old-age pension age within ten yearsAnyone with eight years of membershipPublic-sector employees only

Question 5 of 5

From 1 July 2026, what is the largest share of the pot that can be taken as a lump sum, outside the small-position case?

30%50%75%The whole pot

Module 1 — previousFunding a pension plan and deducting the contributions Finish and go back to the programme

Read in Italian

Educational content, current with the sources cited. It does not replace advice tailored to your situation. These courses are neither certifying nor CPF-eligible: they prepare for no certification registered with the French RNCP or specific register.

Dated official sourcesevery rate cites its text and the date it was read

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