ROLLOVER IRA

When you leave a job or retire, you are allow to “roll over” funds from an employer sponsored plan, such as a 401(k) or pension plan, into a Rollover IRA. The Rollover IRA allows:

• Retirement savings to continue growing tax-deferred
• Greater flexibility in choosing your investments
• The ability to withdraw money from your IRA more easily than from an employer plan (you are subject to income taxes and potential penalty taxes)
• All Security National Bank Certificate of Deposits (CDs) qualify as Rollover IRA investments. See interest rates for more information
• Security National Bank offers non-traditional investment opportunities such as mutual funds for our customers through our Brokerage and Investments Departments
• FREE Online Banking service for reviewing your account information

Visit one of our convenient locations today!

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