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Retirement Planning

When it comes to retirement, it's important to plan ahead. Our Financial Consultants 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.

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

  • Most common IRAs
  • Roth IRA
  • Annuities

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

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    Options

  • Fixed annuity
  • Indexed annuity
  • Variable annuity
  • Managed Accounts Program

    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.

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    Options

  • Wrap Accounts
  • Managed Accounts
  • Unified Managed Accounts
  • IRAs

    Annuities

    Managed Accounts Program

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    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

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

    Learn More

    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

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