Job change questions for your financial professional | Capital Group

Making a big change in your life triggers some big questions.

A financial professional can help you work through the answers. Print this list and have it handy when you’re ready to start the conversation.

Does a new job change my expected retirement date?

Which employee benefits will have the biggest impact on my finances?

How should I evaluate the investment options in my new retirement plan?

How do the expenses of my previous employer’s plan compare with the new one?

How should I decide which health plan is right for my family?

How much should I put aside in flexible spending accounts?

What type of individual retirement account (IRA) is right for my situation?

What are the tax implications of cashing out my 401(k)?

How much should I save in my emergency fund?

About us

Learn about how Capital Group has been putting investors first for 92 years and find resources to get you started.

- Get to know Capital Group
  
  Who we are
  
  As one of the world's largest investment managers, we've helped investors succeed by remaining true to our values and approach. We believe in a distinctive way of managing money, an emphasis on research, a long-term view and the recognition of the power of relationships.
  
  Learn more arrow_forward
  
  What we do
  
  Capital Group offers a variety of investment options to help you pursue your objectives — including American Funds, one of the largest mutual fund families in the U.S.
  
  Explore our investments arrow_forward
  
  Where to find our mutual funds
  
  Your financial professional can tell you more about American Funds. Or, you can purchase our mutual funds yourself through an online broker.
  
  Invest in American Funds arrow_forward
- Find resources
  
  The value of guidance
  
  A financial professional can work with you to define your goals and create a plan to help make them a reality. From establishing a budget to selecting investments to riding out market shifts, a financial professional can help you make decisions based on your specific situation.
  
  Looking for a financial professional?
  
  Our locator tool can help you find professionals in your area.
  
  FIND A PROFESSIONAL WHY WORK WITH A PROFESSIONAL

Related articles

Working with a financial professional

Read more arrow_forward

Build you support team

Read more arrow_forward

Find a new financial professional

Read more arrow_forward

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only.

On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.