ROLLOVER IRA

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 through Wachovia Securities, as well as bank products such as FDIC-insured CDs (up to $100,000 per institution) and money market accounts.
Provides convenient access to your money when you decide to take distributions at retirement.

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.

Evergreen Investment Management Company, LLC is a subsidiary of Wachovia Corporation and a separate affiliate of Wachovia Securities.

Open a 401k Rollover IRA

Apply online for a Rollover IRA with Wachovia Securities.

Investment Choices

Learn more about the array of investment choices available to you at Wachovia Securities.

Fees and Commissions

Complete information about fees and commissions associated with investment accounts and services, online trades, and broker-assisted trades.

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0808-94779 09/08

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.

Wachovia and Wachovia Securities are not tax or legal advisors.

Withdrawals are subject to ordinary income tax and may be subject to a federal 10% penalty if taken prior to age 59 1/2.

Wachovia Securities Statement of Financial Condition
Audited - December 31, 2007

Unaudited - June 30, 2008