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Learn the differences between Traditional and Roth IRAs, and the Education Savings Account*:
Who is eligible to Invest?
What is the maximum annual contribution allowed?
Are there any tax advantages with IRA investments?
Are there any deductible contributions?
Are penalty-free withdrawals allowed prior to age 59½?
Will a distribution be required at any point?
*This information is based on current interpretation of the language in the 2013 Internal Revenue Service (IRS) Publication 590, Individual Retirement Arrangements (IRAs), and Publication 970, Tax Benefits for Education. Investors should consult with their tax adviser or legal counsel for advice and information concerning their particular tax situation and any updates to the tax law.
IRS CIRCULAR 230 NOTICE: This information is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. For more information about this notice, see northerntrust.com/circular230.
Not FDIC insured | May lose value | No bank guarantee
An investment in Northern Funds is not insured by the FDIC, and is not a deposit or obligation of, or guaranteed by The Northern Trust Company or any affiliate. An investment in Northern Funds involves risks, including possible loss of principal.
Please carefully read the prospectus and summary prospectus and consider the investment objectives, risks, charges and expenses of Northern Funds before investing. Call 800-595-9111 to obtain a prospectus and summary prospectus, which contains this and other information about the funds.
Shares of the Northern Funds are offered only by a current Prospectus and are intended solely for persons to whom shares of US registered funds may be sold. This site shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of shares of the Northern Funds in any jurisdiction in which such offer, solicitation or sale would be unlawful.
©2014 Northern Funds | Northern Funds are distributed by Northern Funds Distributors, LLC, not affiliated with Northern Trust.