Client letter: 2020 COVID relief bill provisions affecting ...

What is the basis on which the pension/annuity may be expected to grow during the coming year? _____ What is the surrender penalty fee? _____ What is the early withdrawal fee? _____ What is the tax rate and the tax penalty that would apply if the annuity was withdrawn? _____ NAME AND TITLE OF PERSON FIRM/ORGANIZATION SUPPLYING THE INFORMATION ................
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