Free Shred Day! Safely dispose of your confidential documents with First Citizens Bank.
September 2 – Mason City (9:00–10:30 AM) & Charles City (11:30 AM–12:30 PM) | September 3 – Clarion (11:30 AM–12:30 PM).
Retirement Plans at Your Pace
As a plan participant at First Citizens Wealth Management, our primary focus is to provide you with comprehensive retirement education while you participate in your employer sponsored retirement plan.
Download the GoRetire Mobile App
Search for "GoRetire" in the Apple App Store or Google Play Store. The app gives you fast, easy, and up-to-date mobile access to your retirement account information.
Retirement Information & Resources
Retirement Plan Contribution Limits
The IRS has revealed the updated contribution limits for retirement plans for 2025, reflecting adjustments for inflation and cost of living increases. IRS Retirement Plan Contribution Limits
Importance of Adding a Beneficiary
Ensuring your property is managed according to your wishes through thoughtful designation.
Retirement Account Rollover
Manage your retirement accounts your way.
Traditional Vs. Roth Contributions
Evaluate which contribution type aligns best with your retirement strategy to optimize long-term financial growth.
View Contribution Comparison
Contact Our Retirement Planning Team
Our team is available to assist you with any questions you may have. Give us a call at 641-422-1600 or fill out the contact form below.
