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 HealthAdvantage^SM 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

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.