Talk to an IRA Rollover Specialist
After you’ve explored your options, you may still have questions about what to do with your retirement plan money. American Funds IRA Rollover Specialists can help.
Rollover Specialists are available to assist you Monday through Friday from 8 a.m. to 8 p.m. Eastern time. Just call 800/421-9923.
Rollover Specialists can:
- Discuss the pros and cons of rolling your savings into an IRA or to a new plan. They can also talk to you about leaving your money in your former employer’s plan or taking your savings in cash.
- Help explain your options if you have a Roth account in your 401(k) or 403(b).
- Provide you with information about any of the American Funds available for IRAs.
- Help you set up a rollover to an American Funds IRA.
- Assist you with distribution questions.
- Put you in touch with a financial professional in your area.
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.