Question: Chuck is 6 5 years old and started receiving his pension in May 2 0 2 3 . Chuck contributed to his pension plan (

Chuck is 65 years old and started receiving his pension in May 2023. 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?

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