Wachovia Retirement Planning Guide

Whether you are looking to put your retirement savings to use or haven’t yet started to save, you’ve come to the right place. These pages provide the general information you need to know to help prepare for and enjoy a comfortable financial future.

Begin Planning for Retirement

If retirement and planning are not two words that naturally go together for you, here's a place to start. You can learn about the best ways to save for retirement, the types of investment choices available, how to protect your existing assets, and how to get the help you need to start your plan.

Begin Funding for Your Financial Security

How to Dig Yourself Out of Debt and Save at the Same Time

Protect Your Assets

Working with a Financial Advisor

Evaluate Your Retirement Plan

If you're already saving for retirement, you can find out here if you're on track for a comfortable future.

Life Changes That Impact Retirement Planning

Protect Your Assets

Working with a Financial Advisor

Changing Jobs

Lack of knowledge about retirement planning can be devastating when you change jobs and have to decide what to do with your accumulated retirement assets. Here you can learn how to make wise decisions.

What to Do with Your Retirement Plan

How to Save More for Retirement

Working with a Financial Advisor

Already Retired

Retirement planning doesn't end when you retire. Here you can find strategies for withdrawing assets, keeping your investments producing, and protecting your legacy through estate planning.

Distribution Rules

Distribution Strategies

Planning for the Future

Working with a Financial Advisor

Choices for Business Owners

Don't let your business become your only source of retirement savings; here are some basic strategies concerning retirement plans, insurance, and estate planning.

Retirement Plans for Businesses

Protect Your Assets

Planning for the Future

Working with a Financial Advisor

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.

The information provided in this Web site is not intended to be nor should it be construed as tax or legal advice. As with any tax planning matter or strategy, please consult with your attorney and/or tax advisor.

Retirement Planning

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