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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

Announcements

March 23, 2021

Tax filing and IRA contribution deadlines extended for severe winter storm victims

Winter storm victims, including taxpayers in Texas, Oklahoma and Louisiana, now have until June 15, 2021, to file and pay federal income taxes and make 2020 IRA contributions.

The Internal Revenue Service (IRS) postponed the tax-filing and tax-payment deadlines from April 15 to June 15 to offer relief for the taxpayers impacted by severe storms. Visit the IRS website for eligible disaster-relief locations and additional information.

For a general overview of IRA guidelines and tax considerations, refer to our IRA contribution resources. When submitting an IRA contribution, indicate on the check or through a letter of instruction the applicable tax year and if the IRA owner qualifies under the extended deadline for disaster relief.

The 2020 IRA contributions received between May 17 and June 15, 2021, will be reported on the 2021 IRS Form 5498 issued in 2022. As a reminder, Form 5498 is not required to be attached to income tax returns.

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.

This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.

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.