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INSTITUTIONS
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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
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State Tax Withholding for Withdrawals on IRAs and Qualified Plans
When you withdraw money from your IRA or employer-sponsored retirement plan, your state may require you to have income tax withheld from your distribution.
Your withholding is a pre-payment of your state income tax that serves as a credit toward your current-year state income tax liability.
Your state withholding may be affected by the following criteria:
- Type of retirement plan (IRA or qualified retirement plan)
- State of residence for tax purposes
- Eligibility to roll over a distribution
- Distribution amount (a minimum amount may apply)
- Type of distribution (single sum or periodic payments)
Each state’s requirements are different. You should consult your tax advisor or financial professional to understand your state’s withholding requirements.
Related PDFs
State Tax Information (PDF)
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.
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.