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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

                1. Most common IRAs
                2. Roth IRA
                3. 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

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

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

                  Learn More

                  Options

                8. Fixed annuity
                9. Indexed annuity
                10. Variable annuity
                11. 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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