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On Christmas Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of the Christmas Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Tuesday, December 24 and will be closed on Wednesday, December 25. On December 24, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)

Retirement planning questions for your financial professional

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.
 
  • Am I on track to achieve my retirement goals?

 

  • How much should I contribute to my retirement plan to get me closer to my dreams?

 

  • Should I be making changes to my investments or retirement portfolio?

 

  • How should I rebalance my portfolio to stay well-diversified?

 

  • What percentage of my retirement income will come from Social Security?

 

  • How long should I wait before taking Social Security?

 

  • How should I manage withdrawals from other accounts to minimize my tax burden?

 

  • Will I have sufficient funds to stay in my current home when I retire?

 

  • What are the tax implications of moving to another state or country?

 

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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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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.