The document provides an overview of Private Placement Variable Annuity (PPVA) Investment Accounts, highlighting their structure, tax characteristics, attributes, and key market applications. It explains the tax-deferred nature of investment returns, the absence of contribution limits, and the flexibility in withdrawals. The document also outlines the benefits for families and institutions, including personal investments, retirement income, and charitable legacy planning.
doj/DataSet10/EFTA01447442.pdf
{"title":"Overview of Private Placement Variable Annuity (PPVA) Investment Accounts","document_type":"financial","document_subtype":"Investment Overview","key_organizations":["Winged Keel Group"],"reference_numbers":["DB-SDNY-0102074","SDNY_GM_00248258","EFTA01447442"]}