Retirement Planning
Retire Confidently with City Wealth Management
We offer account consolidation services and rollover assistance to create a personalized retirement plan that meets your needs. We'll work with you to transition from investing and saving to protecting and maximizing your income.Retirement Plan Solutions offered by City Wealth Management
- 401 (k) Self-directed plans
- 401 (k) Managed plans
- Profit Sharing plans
- Pension plans
- Trustee services
- Custodial services
- Individual Retirement Accounts (IRAs)
- Roth IRA (after-tax money that grows tax-free)
- Rollover IRAs
- Retirement Financial Planning
Retirement FAQ
When should I start planning for retirement?
It is never too early to start planning for retirement. The earlier you start, the more time you’ll have to maximize your income and reach your goals.
Can I consolidate multiple retirement accounts?
Yes, we offer account consolidation services and rollover assistance to create a personalized retirement plan that meets your needs.
How much money do I need for retirement?
We will work with you to determine your needs based on your individual goals.
How do you calculate my required minimum distribution?
Your distribution is calculated based on your age, your retirement assets and your life expectancy based on data from a life or actuarial table – a tool used in a variety of financial planning programs.
Contact your local advisor to learn more about our Retirement Planning services.