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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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Important tax deadlines
See below for important federal tax deadlines and tax form mailing dates. Speak with your financial professional if you have questions about transactions that may affect your taxes.
Deadlines for account transactions |
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December 31, 2022 |
Important: Transaction requests received after the close of the New York Stock Exchange (NYSE) on December 30, 2022, will be processed on the next business day (January 3, 2023) and will be reported for tax year 2023. |
March 15, 2023 |
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April 18, 2023 |
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September 15, 2023 |
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October 16, 2023 |
Note: American Funds cannot determine who is eligible for a tax-filing extension. Speak to your financial professional or visit the IRS website for information about tax relief. |
Tax form mailing deadlines
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January 31, 2023 |
March 15, 2023 |
May 1, 2023 |
May 31, 2023 |
If the filing or mailing deadline falls on a weekend or holiday, the deadline is the next business day.
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.