Should You Take a Loan From Your Plan? | Capital Group

Client Conversations


Should You Take a Loan From Your Plan?

Help explain the impact of borrowing from a retirement plan account. This is part of our Investing for Life series.


Use this presentation to:

  • Create a lunchtime seminar along with our "Should I Take One?" brochure.
  • Explain the impact of taking a loan on a retirement plan account.

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. 

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.