Retirement planning 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.

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?

About us

Learn about how Capital Group has been putting investors first for 93 years and find resources to get you started.

- Get to know Capital Group
  
  Who we are
  
  As one of the world's largest investment managers, we've helped investors succeed by remaining true to our values and approach. We believe in a distinctive way of managing money, an emphasis on research, a long-term view and the recognition of the power of relationships.
  
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  What we do
  
  Capital Group offers a variety of investment options to help you pursue your objectives — including American Funds, one of the largest mutual fund families in the U.S.
  
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  Your financial professional can tell you more about American Funds. Or, you can purchase our mutual funds yourself through an online broker.
  
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  The value of guidance
  
  A financial professional can work with you to define your goals and create a plan to help make them a reality. From establishing a budget to selecting investments to riding out market shifts, a financial professional can help you make decisions based on your specific situation.
  
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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.