e gain element of withdrawals taken before age 59% I.R.C. Section 72 ► If a private foundation or public charity is designated as the beneficiary of a PPVA Investment Account, deferred gains become fully exempt from income and estate taxes at the death of the annuitant ► IRC Section 1O35 permits tax-free exchanges from o

http://vimeo.comMingedkeelgroupippvainvestmentaccounts Password: PPVA2015 PPVA Overview (attached): This document is a simple one-page summary of a PPVA Investment Account. Under IRC Section 72, an investment account administered by an insurance company qualifies for deferral of investment gains from current period ta