401K Rollovers

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.

Call or email Bob Phelps to schedule a time to review your company retirement plan rollover options.
Phone: 414-221-0081
Email: bphelps@oarsman.net

Milwaukee Office
759 North Milwaukee St.  Suite 605
Milwaukee, WI 53202
Madison Area Office
634 Water St. Suite A
Prairie du Sac, WI 53578
Brookfield Office
13160 West Burleigh Rd.
Brookfield, WI 53005

This website is for informational purposes only; it does not constitute a complete description of Oarsman Capital’s investment advisory services. The information contained herein does not constitute tax, legal or investment advice. Visitors should discuss the personal applicability of specific investment instruments, strategies and services with a professional advisor. Visitors will not be considered clients of Oarsman Capital, Inc. by virtue of access to this website.  Oarsman Capital, Inc., conducts business only in jurisdictions where registered, or where an applicable registration exemption or exclusion exists.  Information contained herein is not intended for persons in any jurisdiction where such use would be contrary to the laws or regulations of that jurisdiction, or which would subject Oarsman Capital to unintended registration requirements. Information throughout the site is obtained from sources we believe to be reliable, but we do not warrant or guarantee its timeliness or accuracy.  Information regarding historical investment results should not be interpreted as an indication of future performance.  Portfolio diversification (balance) cannot eliminate investment risk; a diversified investment strategy emphasizing high-quality securities can result in loss of principal.