Services - IRA's/401K;403b;TSA Rollovers

In today's world current and future retirees face many challenges. At Heritage Financial North we are committed to helping our clients overcome these challenges and successfully manage, grow and protect the financial resources they have spent your lifetime building.

New contributions:
Most disciplined investors understand the importance of taking advantage of their maximum annual contributions made to their IRA's and other retirement plans. Heritage Financial North's team of specialists continuously searches for the best products on the market. The job of each of our individual agents is always to help every client find the most suitable product for their needs. We are dedicated to providing our clients with secure retirement strategies and accounts designed to meet their personal needs and goals.

Most 401K plans and other qualified plans may be rolled over to an IRA after job changes and retirement. Existing IRA's can also be transferred from any liquid account such as a money market and non-liquid accounts after maturity dates. Please contact us for help with any rollovers or new contributions.

Year Traditional/Roth Traditional/Roth Catch Up SIMPLE SIMPLE Catch Up 401(k)
Catch Up
2010 $5,000 $6,000 $11,500 $14,000 $16,500 $12,000
2011 $5,000 $6,000 $11,500 $14,000 $16,500 $22,000

*Catch up is available if age 50 and over.

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