When You Retire

Options for your retirement plan balance

As you near retirement, you may have questions regarding the options available for your employer sponsored plan savings. For starters, consider the following options. Seek tax advice to further understand the impact of your choices.

Alerus Financial, N.A. offers IRA rollover choices with flexible distribution options, internet and telephone access, quarterly statements, and a selection of diversified investment portfolios.

Trust services are offered through Alerus Financial, N.A., which does not provide legal or tax advice. Be sure to consider potential benefits and limitations of each option regarding the handling of your assets. This information should not be relied upon as investment advice. Please consult with your tax or legal advisor to determine how this information may impact your own situation.