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Featured

Know Your IRA Options

An educational brochure that discusses the IRA alternatives (Roth and Traditional) to help investors decide which type of IRA to choose. Details

Updated: Mar 2024
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Alphabetical

Client Workbook - My Best Retirement

Retirement planning workbook for financial professionals to use with clients to help pre-retirees envision life in retirement, while helping advisors gather crucial financial planning information. Details

Updated: Feb 2024

The Income Fund of America - Seeking to meet the retirement income challenge (F-2 Share) — The Income Fund of America

This single sheet shows how The Income Fund of America could have served as a solid total-return ret... Details

Updated: Mar 2023

The Income Fund of America - Seeking to meet the retirement income challenge (A Share) — The Income Fund of America

This single sheet shows how The Income Fund of America could have served as a solid total-return ret... Details

Updated: Mar 2023

Know Your IRA Options

An educational brochure that discusses the IRA alternatives (Roth and Traditional) to help investors decide which type of IRA to choose. Details

Updated: Mar 2024

LPL SMS Co-Branded Brochure (Dealer Vrs - LPL)

Co-branded brochure highlights the combination of LPL 3(38) services and Capital Group recordkeeping solutions. Details

Updated: May 2023

Max: 25

One fund. Many benefits. – AFTD participant brochure (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Feb 2024

Not available to order

One fund. Many benefits. – AFTD participant pamphlet (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Feb 2024

One fund. Many benefits. – CGTD participant PPT

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Dec 2023

Not available to order

Plan your journey to retirement (SIMPLE IRA)

This presentation is designed to help financial professionals lead educational and enrollment workshops for SIMPLE IRA retirement ... Details

Updated: Jul 2022

Not available to order

(R-1 Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R1 Details

Updated: Jan 2024

(R-2E Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R2E Details

Updated: Jan 2024

(R-2 Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R2 Details

Updated: Jan 2024

(R-3 Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R-3 Details

Updated: Jan 2024

(R-4 Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R4 Details

Updated: Jan 2024

(R-5E Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R5E Details

Updated: Jan 2024

(R-5 Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R5 Details

Updated: Jan 2024

RecordkeeperDirect online enrollment summary guide

This guide for plan sponsors and intermediaries describes how online enrollment works for RecordkeeperDirect plans, as well as the... Details

Updated: Apr 2024

Max: 10

Retirement Redefined research report

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Details

Updated: Oct 2021

Retirement Redefined research report -- Edward Jones

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Financi... Details

Updated: Dec 2021

RKD e-distributions – Take advantage of a better withdrawal process online (RKD)

This single sheet highlights key benefits and features of the e-distribution services available for ... Details

Updated: Mar 2023

Not available to order

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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.