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401(k) Rollovers

Oarsman Capital makes it easy for you to roll over your old company retirement plan into an individually managed IRA. 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. In most cases, an Oarsman managed IRA offers broader security selections than a company retirement plan, and we can develop and manage the right strategy for your situation. We will work with you to:

  • Define your goals and objectives.
  • Implement and manage your investment portfolio with an understanding that markets change, and so does your life.
  • Facilitate the accurate and timely processing of required distributions and tax withholding.
  • Review your current 401(k) Plan and show a cost and benefit comparison to Oarsman, and a recommendation as to whether Oarsman is a good fit for you.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.