Forms & Literature | Capital Group “Keep moving forward” IRA rollover kit

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“Keep moving forward” IRA rollover kit

Kit with everything you need to help clients roll over an IRA. For fund numbers, names, minimums and share class descriptions, download the Fund Information (PDF).

Max qty: 5

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Use this kit to:

  • describe the advantages of rolling over to an IRA and the pros and cons of the other distribution options
  • open an American Funds IRA
  • demonstrate the huge penalties and taxes participants will have to pay if they cash out
  • give step-by-step instructions on how to roll over to an IRA or a new employer’s plan
  • explain the American Funds investment philosophy
  • go over frequently asked questions about rollovers
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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.

On or around July 1, 2024, American Funds Distributors, Inc. will be 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.