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Separately managed accounts (SMAs) at Raymond James (Dealer Vrs - RJ) — Separately Managed Account

The 4-page guide features the SMAs strategies available at Raymond James. These customizable, transp... Details

Updated: Jul 2025

Max: 111

SEP IRA Employee Guide

Eligible employees can use this enrollment guide and application to establish a SEP IRA. Details

Updated: Jul 2025

Not available to order

SIMPLE IRA - Take advantage of your employer’s contributions (Trifold brochure - English)

This brochure educates SIMPLE IRA plan participants on the benefits of employer contributions and en... Details

Updated: Jul 2025

SIMPLE IRA - Take advantage of your employer’s contributions (Trifold brochure - Spanish)

This brochure educates SIMPLE IRA plan participants on the benefits of employer contributions and en... Details

Updated: Jul 2025

Smart tax strategies for investors to consider

Timely conversations for tax awareness, mitigation and efficiency. This brochure is designed for advisors to use with their client... Details

Updated: Jul 2025

Not available to order

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: Jul 2025

Not available to order

Target date guide to participant success brochure — American Funds Target Date Retirement Series

This brochure provides an overview of the American Funds and Capital Group Target Date Retirement Se... Details

Updated: Jul 2025

Not available to order

Target Date ProView - 3 Steps to Powerful Target Date Fund Evaluation — American Funds Target Date Retirement Series

This single sheet highlights the powerful and easy to use capabilities of Target Date ProView, which... Details

Updated: Jul 2025

Traditional or Roth IRA Account Options

Add or update traditional or Roth IRA account options. If changing only the bank information, use the Add/Update Bank Information form. Details

Updated: Jul 2025

Not available to order

Understand market volatility (Trifold brochure - English)

This brochure explains how investing with a long-term focus can help retirement plan participants pursue their retirement goals. Details

Updated: Jul 2025

Understand market volatility (Trifold brochure - Spanish)

This brochure explains how investing with a long-term focus can help retirement plan participants pursue their retirement goals. Details

Updated: Jul 2025

The value of saving over time (Trifold brochure - English)

This brochure educates employees who are not currently participating in their employer’s retirement plan on the benefits of enroll... Details

Updated: Jul 2025

The value of saving over time (Trifold brochure - Spanish)

This brochure educates employees who are not currently participating in their employer’s retirement plan on the benefits of enroll... Details

Updated: Jul 2025

Washington Mutual Investors Fund Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Jul 2025
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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

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.

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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