ROLLOVER IRA

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Whether you are changing jobs, changing IRA providers, or just trying to keep your retirement savings on track, rolling over your retirement savings into a Wachovia Individual Retirement Account (IRA) is a flexible way to help ensure your savings continue to be invested and tax-advantaged, with as wide a range of investment choices as possible.

Rollover IRA Benefits

• Ensures you keep your retirement investments tax-deferred, and protected from taxes and penalties.

• Offers choice of stocks, bonds, and mutual funds  through Wachovia Securities, as well as bank products such as FDIC-insured CDs (up to $100,000 per institution) and money market accounts.

• Provides convenient access to your money when you decide to take distributions at retirement.

Enjoy a Smooth Transition with Wachovia Rapid Rollover®
Let Wachovia Rapid Rollover help you manage the transfer of your retirement plan distribution. We’ll help you through the process and work with you to make sure your funds are invested where you want them. Please visit a Wachovia Financial Center or Wachovia Securities office to learn more.

Evergreen Investment Management Company, LLC is a subsidiary of Wachovia Corporation and a separate affiliate of Wachovia Securities.

Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Wachovia and Wachovia Securities are not tax or legal advisors.

Withdrawals are subject to ordinary income tax and may be subject to a federal 10% penalty if taken prior to age 59 1/2.

Wachovia Securities Statement of Financial Condition
Audited - December 31, 2007 
Unaudited - June 30, 2008 

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Related Links

•Traditional IRA Fact Book 

Personal Finance Customer Service