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Retirement

Planning for retirement is an ongoing journey and we're here to help you feel prepared at every step of the way.
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Comparison – Traditional vs. Roth IRAs

Learn about the factors to consider when choosing an IRA.

Read More on Comparison – Traditional vs. Roth IRAs

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7 Ways You Might Think About Boosting Retirement Income & Maximizing Assets

If you need more income, consider seven ways to try to boost your income and maximize assets.

Read More on 7 Ways You Might Think About Boosting Retirement Income & Maximizing Assets

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Approaching Retirement

After decades of hard work, you’re about to get your reward—the chance to do what you want, without worrying about where your next paycheck is coming from.

Read More on Approaching Retirement

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The Right Time to Collect Social Security

Review different scenarios for when taking Social Security may make sense for you.

Read More on The Right Time to Collect Social Security

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    Ways to Invest

    Invest the way that works for you - on your own, with an advisor or a combination of both.

    Learn More on Ways to Invest

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    Investment Products & Services

    Explore the range and depth of what we offer to support your investing and insurance needs.

    Learn More on Investment Products and Services

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    Financial Planning

    Work with a dedicated team to create a complimentary, personalized financial plan.

    Learn More on Financial Planning

Connect with a Financial Advisor

Let us help you achieve your financial goals.

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Contact Us for a Complimentary
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Speak with a Financial Advisor
Call: 1-877-357-3399 | TTY: We accept 711 or other Relay Service.
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INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED • NOT A BANK DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at http://www.citi.com/investorinfo/. If you prefer paper copies, Please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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Important Information

The market and planning commentary on this site may discuss topics that are timely to current events at the time they were written. The relevance of such topics may change at future dates.

Diversification and asset allocation do not protect against loss or guarantee a profit.

Financial Advisors are representatives of Citi Personal Wealth Management and not of Citibank.

Please consult your Financial Advisor before making any investment decisions.

The above content is for informational purposes only and contains a summary of the topic and is not intended to be a comprehensive discussion, including any legal or tax ramifications of the strategies or concepts described herein. These strategies are not guaranteed to succeed or indicate future performance, and they do not necessarily represent the experience of other clients.

This is not an offer to buy or sell any of the securities, insurance products, investments, or other products named.

Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

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