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RETIREMENT


Lifetime Retirement Planning
Whether you're 25 or 75, Wachovia's Lifetime Retirement Planning approach provides clear, helpful advice based on where you are in your life. 
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Why Choose Wachovia for Retirement Planning?
Through our experienced financial professionals and our broad array of financial products and services, Wachovia can help with everything from daily money management to complete retirement and income strategies.  We have the resources and expertise to help you create a unique retirement plan, manage and update that plan and invest for and protect your future.
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I Want To...
Schedule a Free Consultation
Roll Over My Employer Plan
Invest with a Financial Advisor
Transfer an IRA
Open an Account
View My Accounts Online

Lifetime Retirement Planning
In Your 20s - Start Thinking Ahead
In Your 30s - Build a Foundation
In Your 40s - Invest in Your Future
In Your 50s - Get Ready
In Your 60s - Make the Transition
70s and Beyond - Manage Your Finances

Accounts & Services
IRAs (Rollover, Traditional,
Roth, SEP, CD)

Annuities
Life Insurance

Research & Tools
Mutual Fund and Stock Lookup
Reading Room
Planning Tools & Calculators

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.

Contact Us
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
Monday - Friday
8:00am - 10:00pm EST
Saturday
8:00am - 5:00pm EST


05/07 0407-52270
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.

Wachovia Securities Statement of Financial Condition
Audited - December 31, 2007 This document requires Adobe Acrobat Reader.
Unaudited - June 30, 2008 This document requires Adobe Acrobat Reader.

Member FDIC. Only deposit products are FDIC insured.

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Wachovia Securities logo
Contact Us
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
Monday - Friday
8:00am - 10:00pm EST
Saturday
8:00am - 5:00pm EST
Mailing Address