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 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.
Rollovers:
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)
403(b) |
401(k)
403(b)
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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