Retirement Accounts for

Individuals

Retirement Accounts
for Individuals

What are you saving for?

We offer professionally managed retirement accounts for individuals seeking:

A Traditional IRA account may give you an immediate tax benefit because contributions are often tax deductible. Taxable distributions from an IRA can be taken without penalty starting at age 59½ and must be started by April 1st of the year following the year the account owner reaches 70½. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum
A Roth IRA’s tax advantages differ from the Traditional IRA. If eligible for this account, your annual contribution limits are the same but are not tax deductible. However, since annual contributions have already been taxed, these contributions will never be taxed again and earnings can grow tax free. In addition, the contributed funds can be withdrawn any time you wish and there are no required minimum distributions after age 70½. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum
A SEP IRA is a written plan that allows an employer to make contributions toward their own retirement and their employees’ retirement without getting involved in a more complex qualified plan. Under a SEP, the employer makes contributions to a traditional individual retirement arrangement (called a SEP IRA) set up by or for each eligible employee. A SEP IRA is owned and controlled by the employee, and the employer makes contributions to the financial institution where the SEP IRA is maintained. The employee may also make annual contributions subject to the limits for traditional IRAs. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum
One way to take control of your retirement savings is to roll over your plan from a former employer. People who elect to rollover assets from a 401k or 403b plan often experience lower administrative fees and considerably more investment choices that are better for their personal situation. A Rollover is a Traditional IRA that only holds assets received as a rollover distribution from a retirement plan. The term ‘rollover’ simply helps people identify the assets as a rollover from a retirement plan. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum
Managing multiple retirement accounts at different institutions can be cumbersome. Consider consolidating your assets with a 401k rollover to an IRA and make managing your retirement easier and more convenient. You’ll appreciate the same tax-deferred benefits from a Traditional IRA, and you’ll be able to view all your accounts from one, simple login. In addition, your investment or wealth manager will be able to provide better insight into your overall financial condition, and manager your assets more effectively. Once your 401k or 403b has transferred to Global Advisers, it becomes an important part of your overall estate planning. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum
+ Overview

What are you saving for?

We offer professionally managed retirement accounts for individuals seeking:

+ Traditional IRA
A Traditional IRA account may give you an immediate tax benefit because contributions are often tax deductible. Taxable distributions from an IRA can be taken without penalty starting at age 59½ and must be started by April 1st of the year following the year the account owner reaches 70½. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum
+ ROTH IRA
A Roth IRA’s tax advantages differ from the Traditional IRA. If eligible for this account, your annual contribution limits are the same but are not tax deductible. However, since annual contributions have already been taxed, these contributions will never be taxed again and earnings can grow tax free. In addition, the contributed funds can be withdrawn any time you wish and there are no required minimum distributions after age 70½. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum
+ SEP IRA
A SEP IRA is a written plan that allows an employer to make contributions toward their own retirement and their employees’ retirement without getting involved in a more complex qualified plan. Under a SEP, the employer makes contributions to a traditional individual retirement arrangement (called a SEP IRA) set up by or for each eligible employee. A SEP IRA is owned and controlled by the employee, and the employer makes contributions to the financial institution where the SEP IRA is maintained. The employee may also make annual contributions subject to the limits for traditional IRAs. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum
+ Rollover IRA
One way to take control of your retirement savings is to roll over your plan from a former employer. People who elect to rollover assets from a 401k or 403b plan often experience lower administrative fees and considerably more investment choices that are better for their personal situation. A Rollover is a Traditional IRA that only holds assets received as a rollover distribution from a retirement plan. The term ‘rollover’ simply helps people identify the assets as a rollover from a retirement plan. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum
Managing multiple retirement accounts at different institutions can be cumbersome. Consider consolidating your assets with a 401k rollover to an IRA and make managing your retirement easier and more convenient. You’ll appreciate the same tax-deferred benefits from a Traditional IRA, and you’ll be able to view all your accounts from one, simple login. In addition, your investment or wealth manager will be able to provide better insight into your overall financial condition, and manager your assets more effectively. Once your 401k or 403b has transferred to Global Advisers, it becomes an important part of your overall estate planning. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum

Global Advisers Retirement Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1380


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

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Rollover IRA

ROTH IRA

Seeking Income

If you are seeking income from your investments, Global Advisers can show you strategies and help you identify opportunities are present even in a low interest rate environment.

SEP IRA

Traditional IRA

A Traditional IRA account may give you an immediate tax benefit because contributions are often tax deductible.

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