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Rollover IRA

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 from companies like Fidelity, Vanguard, and Evergreen 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.

Mutual funds are sold by prospectus. Please consider the investment objectives, risk, charges and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.

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

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08/07 0707-57875

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate 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.

This site is provided for your information and does not constitute tax advice. Please consult with your accountant or tax advisor for specific guidance. Withdrawals from an IRA made prior to age 59½ may be subject to a 10% IRS penalty in addition to ordinary income taxes.

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

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