Types of Accounts

Oak Associates Funds offers investors three categories of accounts:

 

Non-Retirement

Includes Individual, Joint Trust, Corporate and Uniform Transfer/Gift to Minor. These accounts can be used to help meet your wealth-building investment goals.



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Retirement

We offer several types of Individual Retirement Accounts (IRA) that have tax advantages which may fit with your retirement planning.



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Education Savings

These accounts can help you prepare for the ever-increasing cost of higher education.





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At anytime, you can:

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