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PLANNING MAKES PERFECT
How to optimize Charitable Legacy Planning through the use of a Private Placement Variable Annuity Investment Account

Many ultra-affluent families earmark an element of their overall wealth for charitable legacy planning. Private Placement Variable Annuity (PPVA) Investment Accounts can help produce incremental value for these families. PPVA Investment Accounts differ from traditional charitable legacy investment vehicles with their flexibility, deferred taxation on gains, and ownership of assets. With increasing tax rates, PPVA Investment Accounts can be beneficial for maximizing charitable legacies.

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