On Memorial Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of the Memorial Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will be closed on Monday, May 25.

Retirement planning questions for your financial professional

Making a big change in your life triggers some big questions.

A financial professional can help you work through the answers. Print this list and have it handy when you’re ready to start the conversation.
 
  • Am I on track to achieve my retirement goals?

 

  • How much should I contribute to my retirement plan to get me closer to my dreams?

 

  • Should I be making changes to my investments or retirement portfolio?

 

  • How should I rebalance my portfolio to stay well-diversified?

 

  • What percentage of my retirement income will come from Social Security?

 

  • How long should I wait before taking Social Security?

 

  • How should I manage withdrawals from other accounts to minimize my tax burden?

 

  • Will I have sufficient funds to stay in my current home when I retire?

 

  • What are the tax implications of moving to another state or country?

 

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