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Already Retired

Now that you’re retired, all your efforts to prepare for your future income security are starting to show results. But retirement doesn’t mean you should stop your retirement planning.

The links below contain tips on where to invest, how much to save, and when to take distributions from your retirement plans.

Distribution Rules
It's important to understand the laws and regulations about taking distributions from your retirement plans.
Distribution Strategies
Finding the best balance between investment and distribution may help you keep your money growing more efficiently.
Planning for the Future
Legacy planning is one of the most important aspects of your retirement strategy.
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.

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07/04
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.

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.

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