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Retirement Planning

  • Overview
  • About retirement plans
  • Develop an investment strategy
  • Changing needs
  • Life stages
  • Other references »
    • Contribution limits
    • Federal tax information
    • Social Security benefits

Other references

Use these references to help you plan for retirement.

2009 retirement plan contribution limits

Learn how much you can contribute to your IRA or employer-sponsored retirement plan account. 

Federal tax information

Verify your current tax bracket and find out how much you can expect to have withheld from your paycheck this year. 

Social Security retirement benefits

Find out when you can start receiving benefits, what you can expect to collect and how working in retirement could affect your payments. 

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Investors should carefully consider the investment objectives, risks, charges and expenses of the American Funds. This and other important information is contained in each fund’s prospectus and/or summary prospectus, which can be obtained from your plan’s financial professional or downloaded and should be read carefully before investing.

American Funds Retirement RoadmapSM

Use the American Funds Retirement Roadmap to help you figure out:
  • how much you can set aside each month
  • how to invest that money
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