Alpha Wealth

New Individual Investment Account (IIA) V's Existing Investment Structures

Illustrative comparison tool

€250

Max €1,000/month (€12,000/year IIA limit)

Return: 6% per year (after all charges)

IIA tax: 1% per year on the balance above €50,000

Extra in your pocket with an IIA

€3,973

IIA

Paid in
€30,000
Investment return
€10,816
Tax paid
€0
Net balance
€40,816

Exit Tax fund

Paid in
€30,000
Investment return
€10,528
Tax paid
€3,685
Net balance
€36,843