Help to preserve your property and assets.
Help to ensure that your beneficiaries get the most from your estate. Explore the benefits of designating beneficiaries.Bequeathing an IRA: Need to Know
Support the causes that mean the most to you while helping to minimize taxes.When Doing Good is also Good for Tax and Estate Planning
INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED · NOT A BANK DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · NO BANK GUARANTEE · MAY LOSE VALUE
Citigroupand 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
CGMI), member . Insurance is offered through Citigroup Life Agency LLC (
CLA). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, are affiliated companies under the common control of Citigroup Citi, Citi with Arc Design and Citi Clarity are registered service marks of Citigroup or its affiliates.