Rollover IRA

People who elect to rollover assets from a 401(k) or 403(b) plan often experience lower administrative fees and considerably more investment choices that are better for their personal situation

People who elect to rollover assets from a 401(k) or 403(b) plan often experience lower administrative fees and considerably more investment choices that are better for their personal situation

Overview

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 401(k) or 403(b) plan often experience lower administrative fees and considerably more investment choices that are better for their personal situation.

Details

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.

Benefits

Rollover IRAs are often used when an individual receives a lump sum distribution from an employer sponsored retirement plan (e.g. 401(k) or 403(b)) and wants to continue the tax-deferred growth of those retirement funds.

Minimum Investment

Account Minimums and Fees:

  • No income limitations
  • Contributions must be made in cash
  • Each state can establish their own minimums and maximums

Next Steps

If you know which IRA is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.

Overview

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 401(k) or 403(b) plan often experience lower administrative fees and considerably more investment choices that are better for their personal situation.

Details

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.

Benefits

Rollover IRAs are often used when an individual receives a lump sum distribution from an employer sponsored retirement plan (e.g. 401(k) or 403(b)) and wants to continue the tax-deferred growth of those retirement funds.

Education Savings Accounts

Account Minimums and Fees:

  • No income limitations
  • Contributions must be made in cash
  • Each state can establish their own minimums and maximums

Next Steps

If you know which IRA is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.
Overview

Overview

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 401(k) or 403(b) plan often experience lower administrative fees and considerably more investment choices that are better for their personal situation.
Details

Details

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.

Benefits

Benefits

Rollover IRAs are often used when an individual receives a lump sum distribution from an employer sponsored retirement plan (e.g. 401(k) or 403(b)) and wants to continue the tax-deferred growth of those retirement funds.

Minimum Investment

Education Savings Accounts

Account Minimums and Fees:

  • No income limitations
  • Contributions must be made in cash
  • Each state can establish their own minimums and maximums

Next Steps

Next Steps

If you know which IRA is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.

Galleon IRA

The Galleon IRA helps you save and invest for retirement with the help of a dedicated financial adviser. You get access to our broad range of investment options, exceptional service, and investment guidance–with professional advice that is tailored to your specific financial and lifestyle goals and objectives.

Retirement Services

Our retirement services include debt, budget & risk management, expense monitoring, estate planning, and comprehensive investment management.

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 …

Life Events

Whether you’re getting married, having a baby, saving for college, reaching retirement, reaching a major milestone, or going through a major life event, you need to plan for it. Galleon Financial Planning works closely with each client to develop a plan that makes sense.

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