Retirement Planning

Planning for retirement can help you reach your goals so you have enough to live comfortably. To help, you can use these resources to learn how your retirement plan works, the basics of investing and how to develop your investment strategy — as well as how to adjust that strategy as your needs change.

Mutual fund basics

Before making any decisions, make sure you understand how mutual funds work.

About retirement plans

Learn about how your plan works and the advantages of participating.

Changing needs

Take a look at how scenarios such as changing jobs, saving for college and approaching retirement might alter your needs and your strategies.

Develop an investment strategy

Learn about different investment strategies and how to choose the right investment mix.

Life stages

Make sure your retirement strategy continues to evolve as you enter new phases of your life. We’ve gathered the most relevant resources from this website for each stage.

Other references

Review contribution limits for different types of retirement plans, find your federal tax rate and learn when you can start taking Social Security.

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.
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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.