Should You Take a Loan From Your Plan? | American Funds

Client Conversations


Should You Take a Loan From Your Plan?

Help explain the impact of borrowing from a retirement plan account. This is part of our Investing for Life series.


Use this presentation to:

  • Create a lunchtime seminar along with our "Should I Take One?" brochure.
  • Explain the impact of taking a loan on a retirement plan account.

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. 

Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by Capital Group, which receives fees for managing, distributing and/or servicing its investments.