Investment Accounts

Securing your future starts today

Saving for Retirement

Find ways to save for tomorrow no matter what you're doing today.

  • Open an individual retirement account on your own terms
  • Create a retirement plan for your small business
  • Save for retirement if you're self-employed

Saving for Education

Open an investment account to start saving for college the tax-advantaged way.

  • Earn tax-free growth while you save for the future
  • Use withdrawals for qualifying educational expenses and pay no taxes on withdrawals
  • Choose from our education savings account options

Not sure where to start? Let us help you down the path to successful retirement.

Webinars

Learn From Our Experts

Tax Policy Update with Dan Clifton

Join Dan Clifton, Head of Policy Research for Strategas Research Partners, and Nerre Shuriah, First Citizens Director of Wealth Planning, as they discuss updates on tax policy changes and their impact on the economy.

icon: lib-0021-calendar-month-day-planner Wednesday, October 27

icon: lib-0026-time-watch-clock 12 pm ET

Your Guide to Year-End Financial Planning

On October 12, Nerre Shuriah, Director of Wealth Planning, and Michael Edwards, Senior Wealth Planning Strategist, discussed planning strategies to help you prepare for the days ahead.

Read the Planning Guides

Insights

A few financial insights for your life

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Bank deposit products are offered by First Citizens Bank. Member FDIC and an Equal Housing Lender. icon: sys-ehl.

Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.

First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.

Bank deposit products are offered by First Citizens Bank, Member FDIC.