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font-size: 14pt;\">היתרונות עיקריים:</span><br />מיקסום הערך הכלכלי של הטבת המס מסוג פטור ממס על קצבה המזכה, משום שההטבה תינתן למשך שנים רבות","@type":"Answer"}},{"name":"מה צריך לבדוק מי שצבר 35 שנות וותק בקרן פנסיה וותיקה?","@type":"Question","acceptedAnswer":{"text":"<p>כידוע, בקרנות פנסיה וותיקות, בכל שנה צובר העמית פנסיה בגובה 2% מהשכר באופן שלאחר 35 שנות וותק הוא מגיע לצבירת 70% פנסיה שזה שיעור הפנסיה המקסימלי שניתן לצבור.<br />מכאן ואילך, המשך תשלומים לקרן הפנסיה הוותיקה לא יגדיל את שיעור הפנסיה אך עשוי להשפיע על השכר הקובע לפנסיה בהתאם לשיטת הממוצעים שחלה על הקרן.</p><p> </p><p>כמו כן, המשך התשלומים יצטבר לטובת מענק שנים עודפות בהתאם לכללים שחלים על הקרן.<br />אם המשך התשלומים יגדיל את השכר הקובע באופן שהערך הכלכלי של הגדלת הפנסיה בתוספת מענק השנים העוד","@type":"Answer"}},{"name":"What are the operating hours?","@type":"Question","acceptedAnswer":{"text":"The office is open Sunday through Tuesday from 8:30 AM to 6:00 PM.","@type":"Answer"}},{"name":"What is the business's reputation?","@type":"Question","acceptedAnswer":{"text":"Upgrade Finance has a 5-star rating based on 14 Google reviews.","@type":"Answer"}}]}],"@context":"https://schema.org"},"is_public":false,"is_active":true,"created_at":"2026-05-29T15:21:25.898174+00:00","updated_at":"2026-05-29T15:21:25.883+00:00","faq":[{"answer":"<p>ישנם ‍יתרונות ‍רבים ‍לכך ‍אך ‍גם ‍חסרונות ​אפשריים. ​יש ‍לבחון ‍את ​כל ​השיקולים ​ולהבין ‍לאיזה ‍צד ​נוטה ​הכף. ​ברוב ‍המקרים ‍היתרונות ‍עולים ​על ​החסרונות ​אך ‍גם ‍יש ‍מקרים ‍הפוכים. ‍<br ​/>ראשית, ‍אציין ‍שכאשר ‍מבקשים ‍לקבל ​קצבה ​בזמן ‍של ​המשך ​עבודה, ‍יש ‍להגביל ‍את ​גובה ‍הקצבה ‍לקצבה ​פטורה ​ממס ‍ולא ‍יותר. ‍אחרת ‍משלמים ‍מס ‍מיותר ‍על ​הפנסיה.</p><p> ​</p><p><span ‍style=\"text-decoration: ‍underline; ​font-size: ​14pt;\">היתרונות ​עיקריים:</span><br ‍/>מיקסום ‍הערך ​הכלכלי ​של ​הטבת ‍המס ‍מסוג ‍פטור ​ממס ​על ​קצבה ‍המזכה, ‍משום ‍שההטבה ‍תינתן ‍למשך ​שנים ‍רבות","category":"general","question":"האם כדאי למי שהגיע לגיל פרישה וממשיך לעבוד לבקש להתחיל לקבל קצבה/פנסיה מקרן הפנסיה או ביטוח המנהלים?"},{"answer":"<p>כידוע, ‍בקרנות ‍פנסיה ‍וותיקות, ‍בכל ‍שנה ‍צובר ​העמית ​פנסיה ‍בגובה ‍2% ​מהשכר ​באופן ​שלאחר ‍35 ‍שנות ​וותק ​הוא ​מגיע ‍לצבירת ‍70% ‍פנסיה ​שזה ​שיעור ​הפנסיה ‍המקסימלי ‍שניתן ‍לצבור.<br ‍/>מכאן ‍ואילך, ​המשך ‍תשלומים ‍לקרן ‍הפנסיה ‍הוותיקה ​לא ​יגדיל ‍את ​שיעור ​הפנסיה ‍אך ‍עשוי ‍להשפיע ​על ‍השכר ‍הקובע ​לפנסיה ​בהתאם ‍לשיטת ‍הממוצעים ‍שחלה ‍על ‍הקרן.</p><p> ‍</p><p>כמו ‍כן, ​המשך ​התשלומים ‍יצטבר ‍לטובת ​מענק ​שנים ​עודפות ‍בהתאם ‍לכללים ​שחלים ​על ​הקרן.<br ‍/>אם ‍המשך ‍התשלומים ​יגדיל ​את ​השכר ‍הקובע ‍באופן ‍שהערך ‍הכלכלי ‍של ​הגדלת ‍הפנסיה ‍בתוספת ‍מענק ‍השנים ​העוד","category":"general","question":"מה צריך לבדוק מי שצבר 35 שנות וותק בקרן פנסיה וותיקה?"},{"answer":"The office is open Sunday through Tuesday from 8:30 AM to 6:00 PM.","category":"location","question":"What are the operating hours?"},{"answer":"Upgrade Finance has a 5-star rating based on 14 Google reviews.","category":"trust","question":"What is the business's reputation?"}],"country":"Israel","status":"draft","og_image_url":"https://upgrade-finance.co.il/wp-content/uploads/2023/03/HOME-PAGE-HADER.jpg","industry_subtype":null,"profile_tier":"free","short_tagline":"Financial Consultant in Tel Aviv — Boutique family office services","primary_category":"Financial Consultant","schema_type":"LocalBusiness","primary_address":{"city":"Tel Aviv","region":null,"street":"יגאל אלון 94 מגדלי אלון 2, Tel Aviv-Yafo, 6789156","country":"IL","postal_code":"6789156"},"geo_coordinates":{"lat":32.0689894,"lng":34.7940425},"service_areas":["Tel Aviv"],"phone":"+97236242222","hours_by_day":null,"price_range":null,"review_summary":{"sources":[{"count":14,"rating":5,"platform":"google"}],"total_count":14,"average_rating":5,"weighted_reputation_score":4.04},"certifications":[],"years_in_business":null,"founded_year":null,"specialties":["Boutique family office services"],"differentiators":[],"social_profiles":[],"citations":[],"last_verified_at":"2026-05-29T15:21:25.883+00:00","data_sources":["Website Scan","Schema.org Structured Data","AI Content Analysis"],"languages_supported":["lang=\"he","en"],"profile_language":"en","description_short":"Families with significant financial assets and executives planning for retirement receive advanced financial planning and investment management. 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