Where Are You Going? (IRA Rollovers) | American Funds

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PRESENTATIONS

Where Are You Going? (IRA Rollovers)

Explain the options participants have for their employer retirement savings plan investments when changing jobs or retiring. This presentation is part of our Investing for Life series.

Use this presentation to:

  • Conduct a lunchtime seminar.
  • Describe the advantages of rolling over an IRA and the pros and cons of the other distribution options.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

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.