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Retirement Planning


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Alphabetical

Early IRA distribution single sheet

A one-sheet reference designed to help advisors explain 72(t) payments to clients who want or need to withdraw money from their IRA(s) before age 59 and avoid an early withdrawal penalty. Details

Updated: May 2024

Not available to order

IRA Spousal Beneficiary Claim

Used by the spousal beneficiary of a Traditional, Roth, SIMPLE, SEP or SARSEP IRA to claim the assets. Details

Updated: Feb 2024

Not available to order

“Leaving your job” prospecting letter

Audience: terminating retirement plan participants

Encourages participants to roll over their account balance to an IRA ... Details

Updated: Oct 2014

Not available to order

Request for Transfer of Assets or Direct Rollover

Form used to request a transfer or direct rollover from an external IRA or qualified plan to an American Funds Traditional, Roth, ... Details

Updated: Mar 2024

Not available to order

Traditional or Roth IRA Disclosure Statement

Standalone version of the Traditional or Roth IRA Disclosure Statement included with IRA applications. Details

Updated: Dec 2023

Not available to order

Updated: May 2024

Max: 25

Trust Beneficiary Claim

This booklet includes the forms needed to settle a claim when a trust is the beneficiary.

State Tax Information... Details

Updated: Mar 2024

Not available to order

Understand your options for your retirement account

This brochure, for employees leaving their current employer, outlines the options for rolling over retirement plan proceeds. Details

Updated: Apr 2024

Max: 25

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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

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. Use of this website and materials is also subject to approval by your home office.

American Funds Distributors, Inc., member FINRA.

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.