New Online Retirement Center & Tools

Thinking About Retirement?
Few companies offer more choices or more guidance to help you create a reliable retirement plan than Wachovia and Wachovia Securities.

As one of the nation's largest IRA providers in the country,¹ Wachovia can help you step-by-step through the retirement planning process, and as the third largest full service brokerage firm in the country², Wachovia Securities can provide experienced guidance on financial markets and long-term planning.

And now, with our recently redesigned website, accessing retirement tools and researching products and services is easier and more convenient than ever before.

New Tools, New Features, Easy Access
Whether you are just starting out, changing jobs, nearing retirement or already retired, you'll find valuable information geared to your stage in life.

You'll find everything you need to research investments, find out how much you need to save to help reach retirement your retirement goals, and become informed on the key retirement and investment issues that could affect your long-term planning.

You can also find information on how you can roll over your employer plan, invest with a financial advisor, transfer an IRA, open a retirement account and view all of your Wachovia accounts online.

Be Calculating
In addition to information on IRAs, life insurance, mutual funds and other investments, you'll also find planning tools such as:

401K Cash Distribution Calculator
401K Contribution Calculator
Retirement Readiness Assessment
Retirement Income Needs Estimator
IRA Comparison Tour
Mutual Funds Screener
Wachovia Securities Financial Advisor Locator Tool

Access our Reading Room for a library of articles from Wachovia, Wachovia Securities and independent authorities on financial and retirement planning topics.

Own Your Own Business?
Small business owners need to think about retirement too. Even though you're an entrepreneur, you don't want to work forever. Check the Small Business Retirement Center for some basic strategies concerning retirement plans, insurance, and estate planning.

In Person Consultation Available
If you want to consult with a financial advisor to discuss your options before purchasing, our Financial Advisor Locator Tool will help you locate one at more than 3,300 Wachovia Financial Centers and over 650 Wachovia Securities offices nationwide.

To find out more about Wachovia and Wachovia Securities, visit our online Retirement Center.

¹Source: Claritas Market Research
²Based on broker client assets as of 4/5/2005