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Chuck is 65-years old and started receiving his pension in May 2019.Chuck contributed to his pension plan (after-tax dollars) over the years of his employment.Chuck
Chuck is 65-years old and started receiving his pension in May 2019.Chuck contributed to his pension plan (after-tax dollars) over the years of his employment.Chuck wants to use the Simplified Method to determine his tax-free portion of the pension.Which of the following pension or annuity plans would not allow him to use the Simplified Method?
Select one:
a.Qualified employee annuity
b.Private annuity
c.403(b)
d.Qualified employee plan
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