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General Sales Materials

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Roth vs. pretax contributions (Trifold brochure - Spanish)

This brochure helps retirement plan participants understand the differences between Roth and pretax contributions. Details

Updated: Jun 2024

Saving for a better life experience (ABLE single sheet)

This single sheet details general information on ABLE, eligibility, and benefits. Intended for advisor use only to educate and hel... Details

Updated: Feb 2025

Saving now for a better future tomorrow - ABLE Brochure

Educational sales brochure to help investors understand the ABLE product in more detail. Details

Updated: Dec 2024

SECURE 2.0 - More of a good thing

This brochure explains some of the key provisions of the SECURE 2.0 Act and provides our perspective of the potential impacts. Details

Updated: Sep 2023

Seek capital preservation without sacrificing income potential (A Share)

Short-term bond funds can serve as a compelling alternative to cash-like investments. Learn how these funds have the potential to ... Details

Updated: Apr 2025

Max: 50

SIMPLE IRA Plus fact sheet - Plan sponsor version

This sheet, aimed at plan sponsors, provides an overview of our SIMPLE IRA Plus program, a small-business solution offering a 401(... Details

Updated: Jan 2025

SIMPLE IRA Plus - Website user guide for plan sponsors and administrators

User guide to help plan sponsors, plan administrators and third-party remitters manage their plan on the SIMPLE IRA Plus plan spon... Details

Updated: Mar 2024

Not available to order

SIMPLE IRA prospecting postcard write-in messages - Offering a retirement plan can be SIMPLE

A sheet to provide financial professionals with FINRA-reviewed messages that can be handwritten on t... Details

Updated: Sep 2024

Not available to order

Small Steps Can Take You Far - RP Enrollment Meeting Poster

RP Enrollment meeting poster used to announce enrollment workshop date, time, and location. Details

Updated: Sep 2024

Not available to order

Spanish version - “Small steps can take you far.” Enrollment guide (for deferral Plans)

Help 401(k), 403(b) and SIMPLE IRA plan participants learn about the benefits of their retirement pl... Details

Updated: Sep 2024

Standard Version - Capital Group Equity Insights - a brave new world (F-2 Share)

Presentation providing an overview of equity market insights, equity strategies at Capital Group and... Details

Updated: Apr 2025

Not available to order

Updated: Dec 2024

Tax planning and charitable deductions - What you gift – and to whom – matters

Chart to help clients understand how a donation’s tax deductibility may differ depending on the gift recipient and gift type Details

Updated: Jan 2022

Tax planning - Identifying strategies for clients in three key generations (WSP presentation)

This advisor presentation highlights key planning opportunities available under current tax law that... Details

Updated: Mar 2023

Not available to order

Think no one can beat the index? Think again. (A Share)

By reviewing results for various periods and investment scenarios, this brochure shows how the equity-focused American Funds have ... Details

Updated: May 2024

Three Factors to Help Find the Right Recordkeeper

This list of questions can help financial professionals and third-party administrators find the right retirement plan recordkeeper... Details

Updated: Jul 2024

Time-tested strategies SMA brochure — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies. Details

Updated: Jan 2025

Max: 50

Time-tested strategies SMA brochure – Merrill Lynch (Dealer Vrs - ML) — Separately Managed Account

Details on Capital Group’s equity SMA strategies available at Merrill Lynch. Details

Updated: Jan 2025

Max: 50

Time-tested strategies SMA brochure – Morgan Stanley (Dealer Vrs - MS) — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies avail... Details

Updated: Jan 2025

Max: 50

Time-tested strategies SMA brochure – UBS (Dealer Vrs - UBS) — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies avail... Details

Updated: Jan 2025

Max: 50

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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 and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

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.

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