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?


About us

Learn about how Capital Group has been putting investors first for 92 years and find resources to get you started.

Related articles

Working with a financial professional

Build you support team

Find a new financial professional

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.
Effective July 1, 2024, American Funds Distributors, Inc. was 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.