Retirement Planning

Effective retirement planning means more than simply setting aside money for the future. For more than 30 years, our estate and financial planning professionals have helped a wide range of clients plan their retirement investment strategies. Our objective is to fulfill our clients’ lifestyle requirements and their hopes for future generations.

At City National, we offer the following retirement planning services:

• Help with determining retirement income needs
• Analysis of income needs with projected retirement cash flow
• Assistance in coordination of retirement planning with other financial planning
• Assessment of tax and cash flow issues relevant at the time of and during retirement
• Determination of optimal distribution strategies
• Review of investment strategies in relation to retirement planning

Retirement Services

In addition to our planning services, we also offer clients the resources and capabilities to put financial plans into action:

• Tax Protection for Retirement Assets
  You may benefit from the potential deductibility of annual IRA and employer retirement plan / 401(k) contributions and the ability to grow your assets on a tax-deferred basis.
• Flexible Program Options
  Most IRAs at City National also offer SEP arrangements, as well as other more specialized types of retirement plans.
• Personalized Asset Management Options
  We offer customized portfolio management – equity, balanced and fixed income – as well as asset allocation recommendations and management.
• Self-Directed Investment Options
  You can select from a variety of investment options, including U.S. government, state and corporate bonds, as well as stocks, mutual funds, money market accounts, margin accounts and options trading.

Getting Started

To learn more, please contact us or visit us at one of our Private Client Services locations.