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INSTITUTIONS
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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
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Retirement Planning
ABOUT RETIREMENT PLANS
DEVELOP INVESTMENT STRATEGY
CHANGING NEEDS
LIFE STAGES
OTHER REFERENCES
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Rollovers
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Calculators & Learning Tools
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FUND INFORMATION
Retirement Planning
Planning for retirement should combine an understanding of your retirement plan and the basics of investing, and knowledge of how to develop — and modify — your investing strategy when your needs change.
Mutual Fund Basics
Before making any decisions, make sure you understand how mutual funds work.
About retirement plans
Learn how your plan works and about 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 more about strategies, including choosing 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.