Whether you’re changing jobs or retiring, leaving your employer involves many decisions. As you move on to the next stage of your life, it’s important not to forget one important decision — what to do with your retirement plan account.
Make sure your decision is the right one for you. Consider your distribution options and their tax implications carefully.
Talk to your financial professional. If you don’t have one, American Funds IRA Rollover Specialists can put you in touch with your plan’s financial professional or refer you to one in your area.
Rollover Specialists are available Monday through Friday from 8 a.m. to 7 p.m. Eastern time at (800) 421-9923.