Harris - Retirement Planning

Investments and Retirement Planning

Retirement Solutions

401K rollovers
Harris can rollover your 401K accounts from former employers into an Individual Retirement Account (“IRA”) at Harris, giving you greater control, choice of investment vehicles, and access to your retirement assets

Individual Retirement Accounts
Whatever your retirement dream, there’s no doubt it will require savings. Now is the time to begin planning and investing for your future. Consider a Traditional IRA, Roth IRA or Coverdell Education Savings Account (for a child’s college education) from Harris.

Annuities
An annuity is a contract between you and an insurance company to provide you with a stream of income for a pre-determined period of time. Fixed annuities may fit the needs of those seeking to sustain their lifestyle through receiving a guaranteed set rate of interest over a specific period of time, with minimal risk.

Corporate Retirement Plans (including for Self Employed)
Harris offers corporate retirement plans, as well as self employed retirement plans, from leading providers including Fidelity, Nationwide and American Funds. For any size of company, we can fit a plan to meet your specific needs; 401K plans, Profit Sharing Plans, and Simplified Employee Pension Plans (“SEP IRA”).

To learn more about investment advice and guidance, please contact your local Harris office today or call 1-888-360-6394.

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Brokerage (including mutual funds and annuities) and investment advisory services are offered through Harris Investor Services, Inc. Member FINRA/SIPC . SEC-registered investment adviser. Insurance offered through Harris Bancorp Insurance Services, Inc. Harris Investor Services, Inc. and Harris Bancorp Insurance Services, Inc. are affiliated companies. Products offered are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

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