Calculators & learning tools

Use this selection of interactive calculators and online references to help you plan and learn more about retirement-related financial issues. The calculators are intended to give you a broad overview only. For solutions specific to your situation, please consult your financial professional.

Calculators

These interactive calculators can help you compare, forecast and analyze factors related to your retirement outlook.

Learning tools

Use these online resources to help give you an in-depth understanding of selected topics on the site.

Mutual Fund Basics

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

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.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
Capital Client Group, Inc.
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.