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.

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.

The Galleon IRA

Consolidate your retirement savings by rolling your old 401k over into one convenient, easy-to-monitor account. The Global Advisers Rollover IRA process is fast and hassle-free. Rolling over assets from your old employer’s plan into a Galleon IRA can help you better manage your portfolio and can provide access to a broad range of investments, while maintaining the tax-deferred status of your retirement assets.

A Rollover IRA is designed as a holding account for funds distributed from an employer’s qualified retirement plan such as a 401k or 403(b). Moving funds into a Rollover IRA may allow the account owner to return the funds to another employer’s qualified retirement plan in the future. To initiate a direct rollover from a qualified retirement plan, please contact your plan administrator.

Rolling over your old 401k into a Galleon IRA is free and there are no setup or maintenance fees. You’ll also avoid costly cash distribution penalties and taxes if you were planning to cash out your accounts.

A rollover is not your only alternative when dealing with old retirement plans. Learn more about 401k and 403b rollover alternatives.

Features and Benefits of a Galleon IRA

• No maintenance fees
• All accounts are professionally managed by a financial adviser or wealth manager
• No proprietary mutual funds or ETFs

 

Need Help with Your IRA Rollover?

A Chartered Retirement Planning Counselor can:

• Help with the rollover process from start to finish.
• Contact your 401k administrator for you.
• Call 800-832-8514 to schedule a phone consultation.

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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