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.

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. 

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.