401(k) Rollover

Many people overlook the 401(k) rollover options available to them when they change jobs or retire. There are some good reasons to consider taking your retirement funds with you rather than leaving them with a previous employer.

Continued Tax Deferral**

One of the biggest advantages of a 401(k) rollover into an IRA is that it allows you to continue the tax-deferred status you had with your employer’s retirement account.

More Investment Options

The investment options within your company’s plan are determined by the plan administrator and the employer. With a rollover to Heartland Bank, you gain direct access to experienced investment managers who can provide a variety of strategies and options.

Personal Wealth Advisor

Our experienced team concentrates on understanding each client’s unique situation, discussing short and long-term objectives, and then providing personalized solutions and ongoing support.

Simplification

Rolling over plans into a single IRA simplifies statements, consolidates performance reviews, and allows you to better organize your retirement portfolio by combining all your funds into one account.

Let us help you plan. Take the next step by reaching out to one of our Wealth Advisors today.