IRAs & Rollovers
Free Financial Analysis
Financial planning can be a very involved process. Hills Bank can help you get started with a free financial analysis. Please return the completed form to Hills Bank Trust and Wealth Management or drop it off at any Hills Bank location. A financial professional will provide you with your analysis shortly.
We can make your investing easier with a Hills Bank traditional IRA, Roth IRA, or by completing a rollover from another retirement plan.
A traditional IRA may allow you to defer payment of taxes on contributions or rollovers from 401(k), 403(b), pension or profit sharing plans, as well as tax-sheltered annuities (TSAs) until the time of withdrawal.
Roth IRAs differ from traditional IRAs in that contributions are non-deductible — but qualified withdrawals are tax-free! Whether you wish to roll over your qualified plan balance from a former employer or transfer your account from another institution, our friendly staff can quickly assist you.
Contact us online or call a Hills Bank Investment Professional today to arrange a meeting to begin the seamless rollover or transfer process.
- North Liberty Forevergreen location at 319-338-1522
- Cedar Rapids Blairs Ferry Road location at 319-294-2444
- Toll-free nationwide at 1-800-899-8858
- Email Trust@HillsBank.com
Knowledge is Power
No matter where you are in life, the more you know about handling your finances, the better your chance of reaching your goals. The Financial Resource Center has the information and tools to get started.
Please note that neither Hills Bank nor the Hills Bank Trust and Wealth Management Department provide tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation.
Investment products are not a deposit, not FDIC insured, not insured by any federal government agency, carry no bank guarantee, and may go down in value.