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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, 2 OR 754
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
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Interactive worksheets
Use our interactive worksheets to figure out how much of the dividend income distributed by funds you own may be subject to federal and state income taxes.
Calculate how much of a fund’s federally tax-exempt income dividends can be excluded from your state taxable income.
Use this worksheet if you own:
American Funds Short-Term Tax-Exempt Bond Fund®
American Funds Tax-Aware Conservative Growth and Income PortfolioSM
American Funds Tax-Exempt Fund of New York®
American Funds Tax-Exempt Preservation PortfolioSM
American High-Income Municipal Bond Fund®
Limited Term Tax-Exempt Bond Fund of America®
The Tax-Exempt Bond Fund of America®
The Tax-Exempt Fund of California®
Calculate how much of a fund’s dividends that are derived from interest on certain U.S. government obligations can be excluded from your state taxable income.
Use this worksheet if you own:
American Balanced Fund®
American Funds 2065 Target Date Retirement FundSM
American Funds 2060 Target Date Retirement Fund®
American Funds 2055 Target Date Retirement Fund®
American Funds 2050 Target Date Retirement Fund®
American Funds 2045 Target Date Retirement Fund®
American Funds 2040 Target Date Retirement Fund®
American Funds 2035 Target Date Retirement Fund®
American Funds 2030 Target Date Retirement Fund®
American Funds 2025 Target Date Retirement Fund®
American Funds 2020 Target Date Retirement Fund®
American Funds 2015 Target Date Retirement Fund®
American Funds 2010 Target Date Retirement Fund®
American Funds Conservative Growth and Income PortfolioSM
American Funds Corporate Bond Fund®
American Funds Developing World Growth and Income FundSM
American Funds Emerging Markets Bond Fund®
American Funds Global Balanced FundSM
American Funds Global Growth PortfolioSM
American Funds Global Insight FundSM
American Funds Growth and Income PortfolioSM
American Funds Growth PortfolioSM
American Funds Inflation Linked Bond Fund®
American Funds International Vantage FundSM
American Funds Moderate Growth and Income PortfolioSM
American Funds Mortgage Fund®
American Funds Multi-Sector Income FundSM
American Funds Preservation PortfolioSM
American Funds Retirement Income Portfolio — ConservativeSM
American Funds Retirement Income Portfolio — EnhancedSM
American Funds Retirement Income Portfolio — ModerateSM
American Funds Strategic Bond FundSM
American Funds Tax-Aware Conservative Growth and Income PortfolioSM
American High-Income Trust®
American Mutual Fund®
The Bond Fund of America®
Capital Income Builder®
Capital World Bond Fund®
Capital World Growth and Income Fund®
EuroPacific Growth Fund®
Fundamental Investors®
The Growth Fund of America®
The Income Fund of America®
Intermediate Bond Fund of America®
International Growth and Income FundSM
The Investment Company of America®
New Perspective Fund®
New World Fund®
Short-Term Bond Fund of America®
U.S. Government Securities Fund®
Washington Mutual Investors FundSM
Determine which portion of a fund’s total dividends is eligible for the Corporate Dividends Received Deduction (DRD).
Use this worksheet if you own:
American Balanced Fund®
American Funds 2065 Target Date Retirement FundSM
American Funds 2060 Target Date Retirement Fund®
American Funds 2055 Target Date Retirement Fund®
American Funds 2050 Target Date Retirement Fund®
American Funds 2045 Target Date Retirement Fund®
American Funds 2040 Target Date Retirement Fund®
American Funds 2035 Target Date Retirement Fund®
American Funds 2030 Target Date Retirement Fund®
American Funds 2025 Target Date Retirement Fund®
American Funds 2020 Target Date Retirement Fund®
American Funds 2015 Target Date Retirement Fund®
American Funds 2010 Target Date Retirement Fund®
American Funds Conservative Growth and Income PortfolioSM
American Funds Corporate Bond Fund®
American Funds Developing World Growth and Income FundSM
American Funds Global Balanced FundSM
American Funds Global Growth PortfolioSM
American Funds Global Insight FundSM
American Funds Growth and Income PortfolioSM
American Funds Growth PortfolioSM
American Funds Moderate Growth and Income PortfolioSM
American Funds Multi-Sector Income Fund
American Funds Preservation PortfolioSM
American Funds Retirement Income Portfolio — ConservativeSM
American Funds Retirement Income Portfolio — EnhancedSM
American Funds Retirement Income Portfolio — ModerateSM
American Funds Tax-Aware Conservative Growth and Income PortfolioSM
American High-Income Trust®
American Mutual Fund®
The Bond Fund of America®
Capital Income Builder®
Capital World Bond Fund®
Capital World Growth and Income Fund®
EuroPacific Growth Fund®
Fundamental Investors®
The Growth Fund of America®
The Income Fund of America®
Intermediate Bond Fund of America®
International Growth and Income FundSM
The Investment Company of America®
New Perspective Fund®
New World Fund®
Washington Mutual Investors FundSM
Determine which portion of a fund's total dividends is treated as business interest income for purposes of IRC Section 163(j).
Use this worksheet if you own:
American Balanced Fund®
American Funds 2065 Target Date Retirement Fund
American Funds 2060 Target Date Retirement Fund
American Funds 2055 Target Date Retirement Fund
American Funds 2050 Target Date Retirement Fund
American Funds 2045 Target Date Retirement Fund
American Funds 2040 Target Date Retirement Fund
American Funds 2035 Target Date Retirement Fund
American Funds 2030 Target Date Retirement Fund
American Funds 2025 Target Date Retirement Fund
American Funds 2020 Target Date Retirement Fund
American Funds 2015 Target Date Retirement Fund
American Funds 2010 Target Date Retirement Fund
American Funds Conservative Growth and Income Portfolio
American Funds Corporate Bond Fund®
American Funds Developing World Growth and Income FundSM
American Funds Emerging Markets Bond Fund®
American Funds Global Balanced FundSM
American Funds Global Growth Portfolio
American Funds Global Insight FundSM
American Funds Growth and Income Portfolio
American Funds Inflation Linked Bond Fund®
American Funds International Vantage FundSM
American Funds Moderate Growth and Income Portfolio
American Funds Mortgage Fund®
American Funds Multi-Sector Income FundSM
American Funds Preservation Portfolio
American Funds Retirement Income Portfolio - Conservative
American Funds Retirement Income Portfolio – Enhanced
American Funds Retirement Income Portfolio - Moderate
American Funds Strategic Bond FundSM
American Funds Tax-Aware Conservative Growth and Income Portfolio
American High-Income Trust®
American Mutual Fund®
The Bond Fund of America®
Capital Income Builder®
Capital World Bond Fund®
Capital World Growth and Income Fund®
EuroPacific Growth Fund®
Fundamental Investors®
The Income Fund of America®
Intermediate Bond Fund of America®
International Growth and Income Fund
The Investment Company of America®
New Perspective Fund
New World Fund®
Short-Term Bond Fund of America®
U.S. Government Securities Fund®
Washington Mutual Investors FundSM
Determine if you can claim a foreign tax credit for foreign taxes distributed by a fund on earnings from investments outside the United States.
Use this worksheet if you own:
American Funds 2065 Target Date Retirement FundSM
American Funds 2060 Target Date Retirement Fund®
American Funds 2055 Target Date Retirement Fund®
American Funds 2050 Target Date Retirement Fund®
American Funds 2045 Target Date Retirement Fund®
American Funds 2040 Target Date Retirement Fund®
American Funds 2035 Target Date Retirement Fund®
American Funds 2030 Target Date Retirement Fund®
American Funds 2025 Target Date Retirement Fund®
American Funds 2020 Target Date Retirement Fund®
American Funds 2015 Target Date Retirement Fund®
American Funds 2010 Target Date Retirement Fund®
American Funds Developing World Growth and Income FundSM
American Funds Emerging Markets Bond FundSM
American Funds Global Balanced FundSM
American Funds Global Growth PortfolioSM
American Funds Global Insight FundSM
American Funds Growth and Income PortfolioSM
American Funds Growth PortfolioSM
American Funds International Vantage FundSM
American Funds Moderate Growth and Income PortfolioSM
American Funds Retirement Income Portfolio —ConservativeSM
American Funds Retirement Income Portfolio —EnhancedSM
American Funds Retirement Income Portfolio —ModerateSM
American Funds Tax-Aware Conservative Growth and Income PortfolioSM
Capital World Bond Fund®
Capital World Growth and Income Fund®
EuroPacific Growth Fund®
International Growth and Income Fund℠
New World Fund®
SMALLCAP World Fund®
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., 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.