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IN YOUR 60S - MAKE THE TRANSITION
Stay on Track As you approach retirement, you have an important transition to make. Instead of earning a paycheck, you'll likely have to start paying yourself. In the early years of your retirement, it may be important to emphasize investments with strong growth potential. Later in retirement, it might be appropriate to shift some of your assets to more secure investments that pay income. Here are some steps you can take to help simplify the process.
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. 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. Contact a Wachovia Financial Center to schedule an appointment with one of our Financial Specialists3 or call the Retirement Resource Center at (866) 588-9606, Monday through Friday, 8:00am to 8:00pm ET. Financial Advisor Locations
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 Insurance products are offered through nonbank insurance agency affiliates of Wachovia and are underwritten by unaffiliated insurance companies. 3 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 60s. The time to do all the things you've put off—travel, spend more time with family, volunteer in your community, savor life. Retiring can change your mindset. Lifetime Retirement Planning with Wachovia can help you enjoy the unique possibilities your life offers today, and is intended to help make your life in retirement all you want it to be.