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Personal Equity Retirement Account PERA Philippines

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PERA Law will help Filipinos save for retirement. For updates on this law and personal finance issues, please visit: http://www.mariecasas.com

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Page 1: Personal Equity Retirement Account PERA Philippines

Personal Equity Retirement Account (PERA)

P100,000 IndividualsP200,000 MarriedP200,000 OFW

unit investment trust fundmutual fund

annuity contractinsurance/pension product

deposit productpre-need pension plan

shares of stocksexchange-traded bonds

PERA Investment Product

Annual Contribution

Distribution

principal: tax-exempt!income: tax-exempt!

Age 55

www.mariecasas.comFriday, September 5, 2008