Professional Retirement Services for Individuals
  • Retirement Accounts
  • General Savings

Expected Primary Sources of Retirement Income

Retirement Accounts

Professional Retirement Services for Individuals

You are an individual who realizes that you need much more money to retire comfortably than you originally thought. You’re just starting out in your new career, or you’re an established professional who’s too busy to manage the many twists and turns of the global financial markets. You’re recently retired and need to roll-over your 401k or 4034b retirement plan and develop a strategy for your future. You’re a married couple who needs professional money management and investment services to keep you on track for many years to come. You have complex tax and estate planning needs that require a professional, experience team of veteran investment advisors, accountants, attorneys and money managers who can manage your retirement needs. Whoever you are, we are here to help you with all of your retirement needs.

Retirement

You are an individual who realizes that you need much more money to retire comfortably than you originally thought. You’re just starting out in your new career, or you’re an established professional who’s too busy to manage the many twists and turns of the global financial markets. You’re recently retired and need to roll-over your 401k or 4034b retirement plan and develop a strategy for your future. You’re a married couple who needs professional money management and investment services to keep you on track for many years to come. You have complex tax and estate planning needs that require a professional, experience team of veteran investment advisors, accountants, attorneys and money managers who can manage your retirement needs. Whoever you are, we are here to help you with all of your retirement needs.

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

Traditional IRA Inherited

An inherited IRA is created when someone inherits an IRA after the death of the original owner. You’ll receive all the tax advantages of the IRA, as well as the ability to withdraw funds according to a set schedule over your lifetime. 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

ROTH IRA Inherited

An inherited IRA is created when someone inherits an IRA after the death of the original owner. You’ll receive all the tax advantages of the IRA, as well as the ability to withdraw funds according to a set schedule over your lifetime. 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

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

SEP IRA Inherited

An inherited IRA is created when someone inherits an IRA after the death of the original owner. You’ll receive all the tax advantages of the IRA, as well as the ability to withdraw funds according to a set schedule over your lifetime. 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

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

401k and 403b Rollovers

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
Name:*
E-mail:*
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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

Retirement Solutions

Our approach takes the stress out of planning for retirement. Learn how our retirement strategies helped others to live life on their terms.

Retirement Planning

Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and …

Accounts for Retirement

Traditional IRA

Allow your investment earnings the opportunity to grow tax free until funds are withdrawn in retirement. Contributions may be tax-deductible.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Annual contribution limits apply

Traditional IRA Inherited

Get professional advice on your inherited assets while allowing your investment earnings the opportunity to grow tax free until funds are withdrawn in retirement. Contributions may be tax-deductible.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Annual contribution limits apply

Roth IRA

Let your earnings have the opportunity to grow tax free and make qualified tax-free withdrawals of contributions at any time. Unlike a Traditional IRA, there are no mandatory withdrawals. Contributions aren’t tax-deductible.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Annual contribution limits apply

Roth IRA Inherited

Allow your investment earnings the opportunity to grow tax free until funds are withdrawn in retirement. Contributions may be tax-deductible.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Annual contribution limits apply

SEP IRA

High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Annual contribution limits apply

SEP IRA Inherited

Allow your investment earnings the opportunity to grow tax free until funds are withdrawn in retirement. Contributions may be tax-deductible.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Annual contribution limits apply

Rollover IRA

A Rollover IRA offers an easy way to maintain the tax-deferred status of your retirement plan while consolidating your retirement assets into one easy-to-manage account. A Rollover IRA isn’t right for everyone. Consider all of your choices and learn if a Rollover IRA may be right for you.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Annual contribution limits apply
Name:*
E-mail:*
Subject:*
Message:*

Global Advisers Retirement Services

Interested in our services? Speak with a financial professional.

Call 800-832-8514

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

Individual Accounts

An individual account is a brokerage account with only one owner. 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

Joint Account (JTWROS)

A joint account with rights of survivorship (JTWROS) is a brokerage account with more than one owner, with each person having an undivided interest in the entire property. 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

Joint Account (TIC)

A Joint Tenants in Common (TIC) account is a brokerage account that has two or more account owners with each person owning a specified percentage of the entire property. 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

Education and Custodial Accounts

Education and Custodial Accounts provide tax-advantaged opportunities to invest for college and higher-education. Our custodial accounts are managed by a Financial Adviser. Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account TypeMinimum to Open (US)FeaturesInvestment Choices
529 College Savings PlansNo MinimumNo income limitations
Contributions must be made in cash
Each state can establish their own minimums and maximums
Not Managed
Very Limited
Coverdell Education Savings AccountNo Minimum$2,000 maximum per designated beneficiary
Not managed
Not Limited
Custodial Uniform Gift to Minors Act (UGMA)/Uniform Transfer to Minors Act (UTMA)$3,000Professionally Managed by a Financial AdviserNot Limited

Trust Accounts

A Trust account allows the account owner to transfer assets to one or more recipients, called trustees, who hold legal title to the transferred assets and manage the assets for the benefit of the owner or other named beneficiaries. Global Advisers offers legally established taxable living, revocable, irrevocable and testamentary trusts. They must already have the trust created by an Attorney and then they may open a brokerage account with Global Advisers. Assets in the account are managed by a Financial Adviser. Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account TypeMinimum to Open (US)FeaturesInvestment Choices
TrustNo MinimumProfessionally Managed
Automatic Asset Allocation
Quarterly Rebalancing
Unlimited, based on trust agreement

Retirement Accounts

We offer a variety of retirement accounts designed to meet your income and lifestyle needs. Learn about the different retirement accounts below, then open your account today. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Retirement Services, and are managed by a Wealth Manager.
Account TypeMinimum to Open (US)Maintenance Fees
Traditional IRA
Traditional IRA Inherited
ROTH IRA
ROTH IRA Inherited
SEP IRA
SEP IRA Inherited
Rollover IRA
401k and 403b Rollovers
$5,000None
Name:*
E-mail:*
Subject:*
Message:*

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514

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