EPISODE · Jul 7, 2023 · 33 MIN
Episode 62: P.E.R.A. - Hindi Maganda?
from Retironaryo
In this episode we explore PERA otherwise known as Personal Equity and Retirement Account.We give overview of its general features and how to tell if that would provide better gains. However, if you need more information about PERA get a more detailed advise from consultants.⏱ Timestamps0:00 Intro3:33 Disclaimer3:50 What is P.E.R.A.5:32 Who is eligible to open a PERA5:57 When am I allowed to withdraw my PERA contribution?7:32 How much can I contribute to a PERA?9:07 Who are the parties to a PERA aside from the "Contributor"?10:53 Investment products available for PERA12:46 Advantages of PERA13:56 Advantage 115:53 Sino ang magbebenepisyo sa income tax credit?17:58 Advantage 218:38 Do we get taxed when we invest in UITF?19:56 Ano ang NAVPU?21:21 May tax benefit bang makukuha sa PERA kung nag-invest ss UITF?21:35 UITF investment return outside and inside PERA27:23 Maganda nga bang mag-invest via PERA?28:22 Recommendations29:38 Greetings and shout outs32:26 Outro📱 SocialsFacebook: https://www.facebook.com/retironaryoBusiness Enquiries: [email protected]: https://feeds.captivate.fm/retironaryo/👍 If you enjoyed or found this video helpful, don't forget to leave a like or subscribe to the channel so we can serve more people through our content! Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
In this episode we explore PERA otherwise known as Personal Equity and Retirement Account.We give overview of its general features and how to tell if that would provide better gains. However, if you need more information about PERA get a more detailed advise from consultants.⏱ Timestamps0:00 Intro3:33 Disclaimer3:50 What is P.E.R.A.5:32 Who is eligible to open a PERA5:57 When am I allowed to withdraw my PERA contribution?7:32 How much can I contribute to a PERA?9:07 Who are the parties to a PERA aside from the "Contributor"?10:53 Investment products available for PERA12:46 Advantages of PERA13:56 Advantage 115:53 Sino ang magbebenepisyo sa income tax credit?17:58 Advantage 218:38 Do we get taxed when we invest in UITF?19:56 Ano ang NAVPU?21:21 May tax benefit bang makukuha sa PERA kung nag-invest ss UITF?21:35 UITF investment return outside and inside PERA27:23 Maganda nga bang mag-invest via PERA?28:22 Recommendations29:38 Greetings and shout outs32:26 Outro📱 SocialsFacebook: https://www.facebook.com/retironaryoBusiness Enquiries: [email protected]: https://feeds.captivate.fm/retironaryo/👍 If you enjoyed or found this video helpful, don't forget to leave a like or subscribe to the channel so we can serve more people through our content! Hosted on Acast. See acast.com/privacy for more information.
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Episode 62: P.E.R.A. - Hindi Maganda?
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