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Living In Retirement

 

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

1-866-919-4520Request a Call Back

You can manage your retirement income with careful planning, investing, and a diligent review.

We can help you refine your retirement income strategy. Ask a Citizens Investment Services Financial Advisor for an objective second look at your retirement income plan and learn:

  • How to adjust your savings withdrawal rate to help extend your assets
  • How to adjust your asset allocation
  • How to receive more predictable retirement income
  • How to handle required minimum distributions (RMDs) of income after you turn 70½


Need help managing your money while living in retirement?

Start with a call or visit with a Financial Advisor from Citizens Investment Services. The more you know about your retirement investment options, the better prepared you will be to make smart decisions. Simply call 1-800-242-2224.

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Citizens Securities, Inc. Form ADV Disclosure Brochure

Reg.BI Disclosure

Securities, Insurance and Investment Advisory services offered through Citizens Securities, Inc. otherwise referred to as Citizens Investment Services. Citizens Securities, Inc. Member FINRA, SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. (800) 942-8300.

Citizens Securities, Inc. is an affiliate of Citizens Bank, N.A..

Securities, Insurance Products and Advisory Services are:
· NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Citizens Investment Services does not provide tax or legal advice. Please consult with a tax or legal advisor regarding your individual circumstances before making any decisions.