Wachovia Retirement Planning

Changing jobs can be one of the more exciting—and stressful—things in life. On top of so many changes, you also have to manage your 401(k) or other retirement plans at your former employer.

In this section are practical tips to help you start, continue or enhance your retirement planning while you start your new job.

What to Do with Your Retirement Plan

Know the choices and their consequences before you make the decision on what to do with the funds in your previous employer's plan.

How to Save More for Retirement

Keep your retirement plan moving by following some basic saving strategies.

Working with a Financial Advisor

Align your financial situation with an investment program that will work with your long-term goals. An experienced Financial Advisor can help you chart your own investment course.

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate 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.

Annuity products are offered through Wachovia Insurance Agency, Inc. a non-bank affiliate of Wachovia Corporation, and are underwritten by unaffiliated insurance companies.

Insurance and annuity products are offered through non-bank insurance agency affiliates of Wachovia Corporation and are underwritten by unaffiliated insurance companies.

The information provided in this Web site is not intended to be nor should it be construed as tax or legal advice. As with any tax planning matter or strategy, please consult with your attorney and/or tax advisor.

Variable insurance products are also offered through Wachovia Securities, LLC, member NYSE/SIPC, a registered broker-dealer and a separate, non-bank affiliate of Wachovia Corporation.

Insurance and Annuity products are also offered through Professional Direct Agency, Inc. (may be licensed in some states as Jim Palmer, CA license #0C76773.)

Changing Jobs

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