/
    • A FEW WORDS ABOUT US

      We here at Global Financial Trust specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

      Read More

      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

      Read More

    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

      Read More

      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

      Read More

    • Global Financial Trust TV Spotlight

      Read More

      Global Financial Trust TV Spotlight

      Global Financial Trust TV Spotlight

      Global Financial Trust TV Spotlight

      Read More

    • WEEKLY NEWSLETTER

      Recent research by retirement income expert and former U.S. Treasury Department official Mark Warshawsky shows that immediate annuities generally provide you with more lifetime income than you could get by following the take-out-4-percent-of-savings-a-year rule or a similar strategy of systematic withdrawals. One reason: Annuities have a unique and valuable advantage investors simply [...]

      Read more

      Today, Americans are faced with endless uncertainty, like what’s ahead for the tax code, health care and Social Security, to name a few. But removing some uncertainty surrounding retirement is an obtainable goal all Americans can strive to achieve. The retirement crisis has become a staple in our country’s rhetoric, and it has escalated in recent years due to steadily growing life [...]

      Read more

      12 of page 37

    • IRA BLOG

      Question: I was curious if a Roth conversion of post-tax money from an IRA is subject to the pro rata rules if the IRA owner also owns a SIMPLE IRA?  Is the SIMPLE excluded from the calculation?[...]

      Read more

      One of the greatest benefits of an IRA is its ability to provide tax-favored wealth for heirs. An IRA left to a beneficiary can be "stretched" to provide pre-tax compound investment returns for the [...]

      Read more

      1 of page 105