Oarsman Capital makes it easy for you to roll over your old company retirement plan to an individually managed IRA. In most cases, an Oarsman managed IRA will offer broader security selections than a company retirement plan, and we’ll be there for you to develop and manage the right strategy for your situation. Clients who also have taxable accounts (e.g., individual accounts or trusts) managed by Oarsman, will find a Rollover IRA to be a valuable second account that can add tax-sheltered diversification.
- We will work with you to define goals and objectives.
- We will implement and manage your investment portfolio with an understanding that markets change and so does your life.
- We will facilitate the accurate and timely processing of required distributions and tax withholding.