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            Retirement Planning

            When it comes to retirement, it's important to plan ahead. Our Financial Advisors can give you personalized guidance to help you understand the retirement investment options available no matter what stage you are at, so you can choose a strategy that's appropriate for you.

             

            Questions? Ask a Citizen.
            Questions? Ask a Citizen.

            IRAs

            An IRA often lets you take advantage of tax benefits, while also allowing you to choose from a wide array of investment options, depending on your life stage and risk tolerance.

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            Options

          2. Most common IRAs
          3. Roth IRA
          4. Citizens Advisory Solutions (Managed Accounts)

            If you're an individual with $50,000 or more of investable assets and prefer a professionally managed approach to investing, Managed Accounts are available to you.

            Learn More

            Options

          5. Wrap Accounts
          6. Managed Accounts
          7. Unified Managed Accounts
          8. Annuities

            Annuities can help you accumulate tax-deferred retirement funds. They may provide a predictable stream of income during retirement.

            Learn More

            Options

          9. Fixed annuity
          10. Indexed annuity
          11. Variable annuity
          12. Compare options for retirement

            IRAs

            An IRA often lets you take advantage of tax benefits, while also allowing you to choose from a wide array of investment options, depending on your life stage and risk tolerance.

            Learn More

            Citizens Advisory Solutions (Managed Accounts)

            If you’re an individual with $50,000 or more of investable assets and prefer a professionally managed approach to investing, Managed Accounts are available to you.

            Learn More

            Annuities

            Annuities can help you accumulate tax-deferred retirement funds. They may provide a predictable stream of income during retirement.

            Learn More

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