Job change questions for your financial professional | Capital Group

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.

Does a new job change my expected retirement date?

Which employee benefits will have the biggest impact on my finances?

How should I evaluate the investment options in my new retirement plan?

How do the expenses of my previous employer’s plan compare with the new one?

How should I decide which health plan is right for my family?

How much should I put aside in flexible spending accounts?

What type of individual retirement account (IRA) is right for my situation?

What are the tax implications of cashing out my 401(k)?

How much should I save in my emergency fund?

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