Transcription of Preference Plus Account Annuities | Variable Preparing to ...
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Preference Plus Account Annuities | Variable Preparing to ...
Annuities | VariablePreference Plus AccountPreparing to reach retirement goa lsTable of contentsWhat is a Variable annuity? .. 1 Why choose the Preference Plus Account (PPA) Variable annuity? .. 2 Automated investment strategies .. 3 Funding choices .. 4 Footnotes .. 5 Facts at a glance .. 81. There is no additional tax deferral advantage to funding a qualified retirement plan with an annuity such as PPA. All accounts under qualified plans, including section 403(b) plans and IRAs, are eligible for tax deferral. There should be reasons other than tax deferral such as the opportunity for lifetime payouts and the other benefits offered under the PPA certificate for purchasing an annuity certificate under the qualified retirement plan. Roth not available in all plans or all Ordinary income taxes generally apply at withdrawal.
Why choose the Preference Plus Account (PPA) variable annuity? 1. No investment strategy can guarantee a profit or protection against a loss. Only one investment strategy may be in effect at a …
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