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Rollover Options

 

Rollover an existing IRA into a new plan administered by First Citizens National Bank. 

 
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Moving your IRA (or “rolling over”) into a new account is an excellent option if you’d like to combine all of your assets.
 
 
 
 
 
 
 
 
  • Tax-free withdrawals are available after you’ve met requirements
  • Complete control of investment choices
  • Contributions can be made after age 70 ½
  • Tax advantages that are not available in a Traditional IRA
  • Not restricted by active participation in an employer retirement plan
  • Can be used to supplement an existing retirement plan
Annual contribution limits may apply
  • Easier tracking and reporting with combined accounts
  • Defer taxes on investment income

 

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– First Citizens National Bank customer