|
Individual Retirement Options
Securing Your Future
Protection. Preservation. Investment. Effective retirement planning means more than simply setting aside money for the future. The investment professionals at City National can help you protect and grow your retirement assets. We offer one of the region's most comprehensive programs for investing and managing Individual Retirement Accounts (IRAs) and IRA Rollovers.
Preferred Retirement Strategies
For clients seeking guidance for their retirement plan assets, we are the experienced choice. For more than 30 years, our investment professionals have helped a wide range of executives and individuals plan their retirement investment strategies. From competitive returns on savings accounts and CDs, to a comprehensive family of mutual funds, to personalized money management, our services can be tailored to suit a wide variety of investment portfolios and objectives.
Your benefits include:
- Tax Protection for Retirement Assets
Rollover IRAs allow you to maintain the tax-deferred status of qualified distributions from your employer's retirement plan, including 401(k) distributions.
- Significant Tax Savings
You may benefit from the potential deductibility of annual IRA contributions and the ability to grow your assets on a tax-deferred basis. <
- Wide Range of Investment Options
You can select from FDIC insured deposit accounts, as well as mutual funds, stocks, bonds and other professionally managed accounts.
- Flexible Program Options
Most IRAs at City National also offer SEP arrangements, as well as other more specialized types of retirement plans.
Getting Started
To speak with a City National representative in more detail about individual retirement options, contact us or call (800) 708-8881.
|