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Accounts & Services

Whatever your retirement planning stage— just getting started, changing jobs, nearing retirement, or getting the most out of retirement—Wachovia has just the type of account you need. More important, you have access to Wachovia Securities Financial Advisors with investment experience who can address a broad range of complex financial issues.

IRAs (Rollover, Traditional, Roth, SEP, CD)
An Individual Retirement Account (IRA) allows you to save for retirement in a tax-advantaged account.
Rollover IRA
Traditional IRA
Roth IRA
SEP IRA
IRA Comparison Chart
IRA CD
Annuities
Annuities complement other investments by helping you accumulate funds for the future on a tax-deferred basis.
Fixed Annuity
Variable Annuity
Retirement Income Annuity
Annuity Comparison Chart
Life Insurance
Financial protection for you and your family can help ensure that unplanned events don't throw your long-term plans off track.
Term Life Insurance
Wachovia HealthAdvantageSM Health Savings Account (HSA)
An HSA lets you save tax-free for current and future qualified medical expenses. Distributions made from your account for qualified medical expenses are tax-free, and investment income grows tax-free. An HSA is only available if you participate in a high deductible health plan (HDHP).

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06/05
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.

Insurance products are offered through non-bank insurance agency affiliates of Wachovia Corporation and are underwritten by unaffiliated insurance companies. Wachovia Corporation's insurance agency affiliates receive compensation from an insurer or other entity for the sale of products and fees for services performed.

Insurance products are available through insurance subsidiaries of Wachovia Corporation and underwritten by non-affiliated Insurance Companies. Not available in all states.

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To find a financial advisor or learn more:

Retirement Resource Center
(866) 588-9606
8:00am - 8:00pm ET
Monday - Friday

For questions on your existing account:
Wachovia Securities Service
(800) 669-2136
24 hours a day
7 days a week

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Related Links

•Small Business Retirement
•Retirement Tools and Calculators
•Uncommon Wisdom - Wachovia's Retirement Magazine

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