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Retirement Planning Center

Whether you're just getting started, actively planning, near retirement or in retirement, Citi can offer you guidance, tools and retirement products to help you achieve your retirement goals.

Which best describes you?
In this stage you:
  • Have just started to think about retirement
  • Could use some help getting organized and planning
  • Want to know more about IRAs and their benefits
  • Would like to learn about easy ways to start saving
I'm Just Getting Started
In this stage you:
  • Want to make sure you are on track
  • May have many competing priorities to budget for
  • May be changing jobs or taking a break from work
  • Want to know if there is more you can do to save
I'm Actively Planning
In this stage you:
  • Are within 10 years or less of retirement
  • Want to make sure you have saved enough
  • May want to take advantage of "catch up" contributions
  • May be balancing family obligations (your kids and parents)
I'm Nearing Retirement
In this stage you:
  • Are just about to retire or have already retired
  • Want to make sure your savings will last as long as you do
  • May be considering working part-time
  • Want to build a reliable income stream
I'm in Retirement

Need help with your plan? Contact a Financial Advisor today. Call 1-866-775-0467 or email us now.

Before You Act: Know the Rules on IRA and Retirement Plan Rollovers

Investment and Insurance Products:   •   Not FDIC Insured   •   Not a Bank Deposit
•   Not Insured By Any Federal Government Agency   •   No Bank Guarantee   •   May Lose Value

© Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. ("CGMI"), member SIPC. Insurance products are offered through Citigroup Life Agency LLC ("CLA"). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number OG56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc. Citi and Citi with Arc Design are registered service marks of Citigroup Inc. or its affiliates.
Bank deposit products are offered by Citibank, N.A.
Financial Advisors are representatives of Citi Personal Wealth Management and not of Citibank.