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Certain events, including retirement, will permit or trigger your retirement funds to be distributed. When one of these events occurs, you must then make your choice (if one is available) as to the distribution method to be used. Events permitting or requiring a distribution must be specified in your qualified retirement plan document. Typical distribution events are:
IMPORTANT NOTE: Distributions from a traditional IRA must begin at age 72, even if you are still working.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heartland Bank and Heartland Planning Associates are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Planning Associates, and may also be employees of Heartland Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Bank and Heartland Planning Associates. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other
|Not Bank Deposits or
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.