Parents have a future too -- Transfer your IRA to OneShare Investments
The financial futures of your children are our top priority. But as parents ourselves, we know the security of your own future is just as crucial.
Open or Transfer an IRA Account
When you open or transfer your IRA account at OneShare Investments, you'll receive sound advice from our Parent Investment Specialists. They'll help educate you on the features, benefits, and contribution amounts of Traditional and Roth IRA accounts. Your Parent Investment Specialist will walk you through the retirement planning process and help you customize your portfolio to fit your preferences and investment goals.
Rollover Your 401k into an IRA Rollover Account
When you leave your employer to start a new job or retire, you may be facing an important decision: what to do with your retirement savings. Whether you decide to continue to accumulate wealth for retirement or start taking income distributions during retirement, our Parent Investment Specialists can help. You have many options to choose from and we can help educate you on the facts and help you decide how to invest your money to meet your retirement goals.
Call us today at 1.800.770.8057 to get started!
Start a plan for as low as $50
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