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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Tax center

Visit the Tax center on our investor site for additional resources to help with your clients’ tax reporting. We've recently made it easier for your clients to find the resources they need.

2020 year-end distributions
Get information about year-end capital gain distributions and dividends.

FAQs on how the CARES Act may affect your clients
Learn how the CARES Act may impact your clients, especially those scheduled to take an RMD this year or eligible to take a coronavirus-related distribution from an IRA.

Cost basis reporting and FAQ
Learn about IRS regulations on cost basis and capital gains that could affect your clients' income tax returns when you sell or exchange a security.

Capital gains, qualified dividends and return of capital FAQ
Find answers to common questions about capital gain distributions and qualified dividends.

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.

American Funds Distributors, Inc., member FINRA.

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.