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Whether you are changing jobs, changing IRA providers, or just trying to keep your retirement savings on track, rolling over your retirement savings into a Wachovia Individual Retirement Account (IRA) is a flexible way to help ensure your savings continue to be invested and tax-advantaged, with as wide a range of investment choices as possible.
Rollover IRA Benefits
Ensures you keep your retirement investments tax-deferred, and protected from taxes and penalties.
Offers choice of stocks, bonds, and mutual funds from companies like Fidelity, Vanguard, and Evergreen through Wachovia Securities, as well as bank products such as FDIC-insured CDs (up to $100,000 per institution) and money market accounts.
Enjoy a Smooth Transition with Wachovia Rapid Rollover®
Let Wachovia Rapid Rollover help you manage the transfer of your retirement plan distribution. We’ll help you through the process and work with you to make sure your funds are invested where you want them. Please visit a Wachovia Financial Center or Wachovia Securities office to learn more.
Mutual funds are sold by prospectus. Please consider the investment objectives, risk, charges and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.
Evergreen Investment Management Company, LLC is a subsidiary of Wachovia Corporation and a separate affiliate of Wachovia Securities.
Retirement Resource Center
(866) 588-9606
8:00am - 8:00pm ET
Monday - Friday
For questions on your existing account:
Wachovia Securities Service
(800) 669-2136
24 hours a day
7 days a week
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To find a financial advisor or learn more:
Retirement Resource Center
(866) 588-9606
8:00am - 8:00pm ET
Monday - Friday
For questions on your existing account:
Wachovia Securities Service
(800) 669-2136
24 hours a day
7 days a week
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Personal Finance