Clients with IRA Accounts- Form Letter Sent In Mail- No Action Necessary

Our investment and transaction vendor has mailed out a standard form letter for all clients having IRA and IRA related accounts. This letter is a standard letter that mentions new laws that have recently been passed.

Form Letter In Mail

No Action is necessary concerning this information!

Feel free to call the office if you have any questions, and sorry for any inconvenience.

Have a Great Day and a Super Weekend !


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