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IN YOUR 50S - GET READY
Stay on Track As you enter your peak earning years, you may also find yourself with fewer expenses. For example, your children may graduate from college, leaving you with "extra" cash. Start thinking about strategies to help transform that cash into a reliable retirement income. There's a lot you can do to keep everything on the right track.
Monitor Your Plan One of the keys to investing for retirement is developing a plan that makes sense for you, and then monitoring your progress along the way. Wachovia can help you determine where you are, identify your retirement income needs, keep you informed about the choices available to you, and work with you to make any necessary adjustments. Our Free Retirement Consultation can help you see if you're on track or if there is a potential gap in meeting your retirement needs Talk to Wachovia At Wachovia, we can help you make adjustments to your current savings and investment plan so it better aligns with your retirement vision. As your investing needs become more complex, a Wachovia Securities Financial Advisor can talk to you about appropriate investment strategies and types of investments. For a Free Retirement Consultation, contact a Wachovia Financial Center to schedule an appointment with one of our Financial Specialists4 or call the Retirement Resource Center at (866) 588-9606, Monday through Friday, 8:00am to 8:00pm ET.
05/07 0407-52270
1 Withdrawals are subject to ordinary income tax and may be subject to a federal 10% penalty if taken prior to age 59 ½. 2 Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. 3 Insurance products are offered through nonbank insurance agency affiliates of Wachovia and are underwritten by unaffiliated insurance companies. 4 Licensed Financial Specialists (LFS) are registered with Wachovia Securities. These associates are Wachovia Bank, N.A. employees and are not employed by Wachovia Securities. Investment products and services are offered through the Investment Services Group of Wachovia Securities.  Wachovia and Wachovia Securities are not legal or tax advisors. Be sure to consult with your own tax or legal advisors before taking any action that may have tax consequences. 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. Personal Finance Login
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Your 50s may be some of your best and most satisfying years yet. These are perhaps your peak earning years, with career achievements—and family milestones like graduations and weddings—to celebrate. Lifetime Retirement Planning with Wachovia can help you enjoy the unique possibilities your life offers today, and is intended help make your life in retirement all you want it to be when you get there.