Savings CITI

SFC Retirement Recommendation

Current liquid funds already cover the selected 3-month expense reserve. The maturity proceeds can remain invested unless you have a planned purchase, tax payment, or other cash need.

This is a planning recommendation. SFC will not move money without your explicit approval.

Execute CD Maturity

Allocate the entire current CD balance to existing account(s) and/or new CD(s). When balanced and executed, the old CD is archived automatically with complete funding history.