Retirement

How do you make what you've accumulated over your entire working life last for the rest of your life? This is a key question if you are thinking about retiring, nearing retirement, or already retired. Planning for post-retirement years can be a difficult task, but with the assistance of a Wachovia Securities Financial Advisor, you can choose a plan to help you reach your goals.

A Financial Advisor can help you prepare a formal plan for your retirement years, and look for ways—investments, tax planning, and estate planning—to help make your money work for you.*

Here are some articles that will also help with your retirement planning:

Social Security and Retirement
See how Social Security benefits may play a role in your retirement plan, including when you can start taking benefits and how they will be taxed.

Life Expectancy and Retirement
Many Americans expect to live longer than previous generations. Do you have enough saved to accommodate the additional years of retirement?

Questions and Answers on Social Security
Have questions about Social Security? This article provides answers for many of the common questions.

Withdrawal Rates and Retirement
Several factors can play an important role when calculating how much of your retirement money you will spend each year, referred to as your withdrawal rate.

Uncommon Wisdom - Wachovia's Retirement Magazine
When am I planning to retire? How much money will I need in retirement? Am I on track? Wachovia's retirement magazine, Uncommon Wisdom, can help provide the answers.

07/07 0707-57883

* Wachovia Securities is not a tax or legal advisor.

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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.

Member FDIC. Only deposit products are FDIC insured.

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

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