Hey there bruce
You raise some interesting questions, which might also concern me. I am planning to retire in Switzerland.
Wealth Tax for example in the canton of aargau is 0,21% with >1’200’000 CHF in assets.
In this case the wealth tax is 2520 / year (for 1,2M), not that much… I think if you “pay” yourself an income from you portfolio, you have to pay a tax on that, but I’m not too sure about this…
I have another tax question I would like to add. When in the accumulating phase, we profit from no capital gains tax in Switzerland. Professional traders however get taxed on capital gains.
Now when we start to live off our investments we are not sustaining ourselves with a job, will we get classified a professional investors and thus have to pay capital gains tax?