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.

⏱ Timestamps

0:00 Intro

3:33 Disclaimer

3:50 What is P.E.R.A.

5:32 Who is eligible to open a PERA

5:57 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 PERA

12:46 Advantages of PERA

13:56 Advantage 1

15:53 Sino ang magbebenepisyo sa income tax credit?

17:58 Advantage 2

18:38 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 PERA

27:23 Maganda nga bang mag-invest via PERA?

28:22 Recommendations

29:38 Greetings and shout outs

32:26 Outro

📱 Socials

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