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.

• Retirement Planning Calculator
• Tax-deferred investment calculator
• Payroll deduction analyzer
• Traditional vs. Roth 401(k)/403(b) analyzer
• Investment calculator
• Taxes and inflation calculator
• Spend it or save it calculator

Learning tools

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

• American Funds Retirement Roadmap®
• Glossary
• Rollover options comparison chart
• Reading a prospectus
• Reading mutual fund quotes and benchmarks
• Retirement checklist

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 or downloaded and should be read carefully before investing.