RESEARCH & TOOLS

Here you can learn about retirement, succession, and estate planning, as well as determine if you are saving enough for a secure retirement.

Articles

Retirement Plans for the Self-Employed

Uncommon Wisdom - Innovation, Ideas, and Insights from Wachovia

Self Employed Retirement Plan Contribution Limits

Investing for the Long-Term

What You Need to Know About Your Will

Make the Most of Your 401(k)

Calculators & Worksheets

How much do I need for retirement?

How does this affect my paycheck?

Should I rollover my 401(k) or take a cash distribution?

Am I saving enough? What can I change?

How advantageous is increasing my savings?

How do salary deductions affect my take-home pay?

How much can I invest before taxes each year?

How much will Social Security provide after retirement?

How will a large withdrawal affect the decision to choose a Regular IRA versus a Roth IRA?

What happens if tax laws change?

What will my expenses be after I retire?

When should I begin saving?

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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.

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