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Galleon Wealth Management

Tips to Optimize your IRA: 2023

As we enter the new year, we want to share some best practices for investors regarding their IRA. Galleon suggests the following: 1 - Contribute the maximum amount. For the 2021 and 2022 tax years, investors under age 50 can invest up to $6,000 (or the lesser of taxable compensation) in their traditional and Roth [...]

Tips to Optimize your IRA: 20232023-12-25T05:17:54-05:00

Tips for investors in today’s economy

When inflation rises and markets fall, what does this mean to your investment strategy? Breaking into the investing world can be daunting. After all, it's normal to hesitant when doing something new. But what to do when the market turns upside down? The fact is that market ups and downs are an integral part [...]

Tips for investors in today’s economy2023-12-25T05:35:28-05:00

Retirement Withdrawal Optimization

How to know how much you can spend Self-control is a personal trait that can make a person an excellent saver, but paradoxically, it can put them in difficulty when it comes time to dip into those savings. Numerous studies, including ours*, show that wealthy retirement investors typically don't spend much of their retirement [...]

Retirement Withdrawal Optimization2023-12-25T05:51:15-05:00

Alternatives to the 401(k) That Your Employer Isn’t Offering Anyway

Saving for retirement is easy and simple if you have a 401(k) plan while you work. But what if your employer doesn't offer a pension plan? Or, what if you are self-employed? Fortunately, you have options for saving for retirement. 2 options designed for all investors Consider contributing to a Traditional IRA or Roth [...]

Alternatives to the 401(k) That Your Employer Isn’t Offering Anyway2023-12-25T05:53:37-05:00
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