2018 Tax Statement Information

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Attention IRA Account Holders:

Due to changes resulting from the Tax Cuts and Job Act, signed into law in December 2017  you will be receiving a Disclosure Statement Amendment in the mail within the next few weeks. Unless directed by us to do so, you do not need to sign or return anything to us for this amendment. If you have any questions, feel free to contact our IRA department at 703.218.9900 ext 1142.

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