RETIREMENT AND INVESTMENTS

It's never too early to start thinking about the future. At Wachovia Securities, you'll find a complete range of retirement and investment services that allow you to manage your investment portfolio the way you want.

Individual Retirement Accounts
Pursue your retirement goals with a Wachovia Securities IRA that best suits your needs. Open a new Self Directed IRA today and we will waive the first year's annual fee, a $50 to $75 savings.¹

Traditional IRA   (Apply Now)
You can maximize your earning potential by directing your contributions into a wide array of professionally-managed investments. Pay no taxes on your earnings until you withdraw funds at retirement—when you may have entered a lower tax bracket. In addition, your contributions may be tax-deductible.

Roth IRA    (Apply Now)
You can direct your Roth IRA contributions to the stocks and bonds of your choice, offered through Wachovia Securities, Inc. Contributions to a Roth IRA are made after-tax rather than pre-tax, but earnings are tax-free if you meet certain conditions.

Rapid Rollover Service
With the Wachovia Rapid Rollover Service, moving your assets is easier than ever before. If you have just started at your company or have retirement assets at another financial institution, we can help you make a smooth transition into an IRA and put 100% of your money to work for your retirement. Call our Retirement Resource Center at (888) 840-2517 to speak with a representative about your options.

Brokerage Services:

Receive a 10% discount on all broker-assisted trades when you contact Wachovia Securities Direct at (800) 326-4434.

Full Service Brokerage   (Apply Now)
Our Financial Advisors will work with you to develop and implement an investment plan that makes sense for you.

Wachovia Securities Direct   (Apply Now)
Manage your investments and place trades at lower commission rates by calling a Wachovia Securities Direct broker. Receive a 10% discount off all broker-assisted trades when you contact Wachovia Securities Direct at (800) 326-4434.

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Program subject to change at any time without notice.

Wachovia Bank, N.A., Member FDIC.

Equal Credit Opportunity Lender

Only deposit products are FDIC-insured.



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

Wachovia Securities is not a legal or tax advisor. If legal, accounting, or tax assistance is required; the services of a competent professional should be sought.