Retirement Plan Services
Roll Over IRAs

When an employee retires or terminates employment from a company there is often an employee benefit plan that has a significant balance of funds that can be rolled over to an IRA.

When rolled over, some IRAs can be viewed on Retirement Gold, which allows you to view and track your account activity.

Some reasons to roll your retirement assets to an IRA:

• Earnings grow tax-deferred until the point of withdrawal
• Greater investment flexibility
• Increased flexibility with distribution rules
• Easy way to consolidate all of your tax deferred accounts
• Easy estate planning

Products First National Bank offers:
Trust IRA

• Ability to invest in everything from CD's and individual bonds to Mutual Funds and individual securities
• Detailed monthly statements
• Dedicated IRA Administrator available from 8:00 a.m. to 5:00 p.m. Central Time

Master IRA

• Choose from 33 no-load funds from highly respected companies such as First Omaha Funds, Janus, American Century, Fidelity, Vanguard and more
• Detailed monthly statements
• Access your account via the Internet 24 hours a day, seven days a week
• Dedicated IRA Administrator available from 8:00 a.m. to 5:00 p.m. CT.