Never Too Soon To Start! By Laurel1 on - Updated Oct 15, 2011
My father was a CPA, and was definitely a saver. Thanks to his advice, I opened an IRA with my first full-time job, and put the maximum allowable into it each year. Later I had a job with a 401(k) and I put the max into that as well.
When I became disabled, I was of course not able to put anything into the 401(k) any longer. I was able to roll it over into the IRA that I still had. I'd used a broker in Nevada, but when I moved back to North Dakota, my account moved with me, and I got a new broker. I was with Morgan Stanley, but when they closed their ND offices, I chose to stay with my broker and move to Wachovia Securities.
I have to say, I'm happier with Wachovia than I was with any of my previous "retirement" programs. My broker is knowledgeable about the market, my options, and my needs. We discuss at length what I want to do with my money; he makes suggestions and he actually listens to my suggestions as well. As a result, my IRA has grown an average of 15% a year, even when the stock market was tanking.
Wachovia offers an enormous range of services beyond retirement savings, including checking, savings, and loan services. I've been only happy with them, and would recommend them to anyone!
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Wachovia IRA Purchased at: N/A Price: N/A
Great assessment on a little kniown aspect of Wachovia. Btw, good for you on sticking with solid investment goals. If you get a chance rtake a look at some of Fidelity's performers:)
Wow, that's really a terrific return! I'm looking at having to soon move my retirement funds, and I'll certainly check Wachovia out! Thanks for sharing your experience with this company!
Wachovia Sounds great! How awesome that you have continued to have an average growth on your IRA of 15% per year. That is just fantastic! I am impressed.
Wow I am impress with a 15% return. I might have to check out Wachovia myself. Sounds like they have very good costumer service, a plus!
This does sound like a good retirement option. Thanks for the information.
Thanks for recommending Wachovia, Looks like it is a very good broker and they look after your money well. Thanks for sharing your experience.
I guess I need to start planning soon. Thanks for the information.
Sounds like a great financial planning company.
Thanks for that wonderful recommendation, will definitely check that out.