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IRA Rollovers
You have been working hard and planning for your retirement by contributing to your company's retirement plan. If you are retiring or changing jobs and plan to withdraw money from your employer's retirement plan (401(k)/pension), you may be interested in a "direct rollover" of your money into a new IRA account with us.
A direct rollover is a Qualified Plan that is sent directly from the plan administrator (employer) to an IRA. Funds moved to an IRA via a direct rollover are not subject to the mandatory 20 percent federal income tax withholding at time of distribution. The benefit of a rollover IRA is all of the earnings can continue to grow free from immediate taxation. When earnings are free from immediate taxation, they can grow at a faster rate than if taxes were due every year.
If you already have an rollover IRA and not sure if you selected the "best" investment provider, click on Learn More About IRA Rollovers.
Refer a Friend or Colleague - We hope your experience with Northwest has been such that you feel comfortable and confident in referring business to us. Rest assured that when you do refer friends, colleagues, or family, they'll receive the same excellent service we give to all our clients.
If you know of someone who may be looking for the reassurance of a second opinion about their investment plan, or
- is close to retirement or faced with an early retirement option
- have recently relocated to this area
- have received a large financial settlement
- are disappointed with their current financial advisor
have them Contact Us.
Funeral Trust Services
Northwest Savings Bank Investment & Trust Services now offers a full-service Funeral Trust program that provides participating funeral homes with the services needed for offering before-need funeral packages. The program features federal and state regulation compliance, participant record keeping, professional asset management, timely reporting and flexibility. The Funeral Trust program is designed to assist funeral directors in meeting their business and investment challenges. For more information Contact Us.
Are you satisfied with the level and timeliness of service you are receiving from your current retirement plan service provider? Northwest Savings Bank Investment & Trust services can design customized retirement plans to fit the needs of business owners and their employees. We can serve as plan trustee, safekeep all assets, perform participant record keeping services and provide investment management or advisory services.
If you're not satisfied with your plan and would like more information about a complimentary retirement plan review, please contact us.
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