The calculator assumes retirement begins for a married couple when the first spouse retires. The working spouse’s salary will be treated as income earned in retirement. If your client plans to retire in a different year than his or her spouse, consider running the detailed version of the calculator for each spouse separately and indicating “Single.” If one spouse is already retired, run the detailed version of the calculator and indicate “Single.”
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.
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Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by Capital Group, which receives fees for managing, distributing and/or servicing its investments.