Email — Shore to Crane re: rollover recommendation
Shore recommends moving the full SEP-IRA balance into a single variable annuity. Crane asks about surrender charges twice; neither reply answers the question.
- People
- Alan Shore · Denny Crane
- Date in document
- Mar 14, 2019
- rollover
- sep-ira
- account-review
- surrender-charge
Demo matter. Fictional names.