[an error occurred while processing this directive] General Sales Materials - Retirement planning
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General Sales Materials

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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: Apr 2025
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Alphabetical

1Q-2025 Quarterly Statistical Update (R-1 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (R-2 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (R-3 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (R-4 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (R-5E Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (R-5 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

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: Apr 2025

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: Apr 2025

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: Jul 2024

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: Nov 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: Aug 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: Aug 2024

Not available to order

Plan your journey to retirement - presentation (SIMPLE IRA)

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

Updated: Mar 2024

Not available to order

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

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 and loan process online

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

Updated: Apr 2025

Not available to order

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

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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.

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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