Retirement Grant Taxation

Retirement Grant

A retirement grant (maanek prisha) is any payment beyond the statutory severance pay – such as a special retirement bonus, loyalty bonus, or enhanced severance package. This additional amount is taxable as ordinary income but can be spread over up to 6 years to reduce the tax burden.

Example

Senior executive retires after 25 years. Receives: statutory severance of ₪500,000 (exempt up to ₪332,750) + retirement grant of ₪200,000.

Taxable: (₪500,000 − ₪332,750) + ₪200,000 = ₪367,250

If spread over 6 years: ₪61,208/year → taxed at lower brackets

Compared to lump-sum taxation at 50%: significant savings.

בסיס חוקי

  • Section 9(7A) – Severance exemption ceiling
  • Section 8(g) – Tax spreading

Important Note: The information on this website is for general informational purposes only and does not constitute professional tax advice. Consult a qualified tax advisor before making financial decisions.