As parents age, most eventually need help managing their money. These tools from Principal Funds will help you and your loved one prepare for this important — and delicate — transition.
Beneficiary Planning Investor Guide
This beneficiary planning guide answers questions about how to designate beneficiaries properly, how to preserve assets for beneficiaries, and how to manage tax-deferred growth, taxes, and penalty issues.
Beneficiary Planning Checklist
Building a beneficiary plan helps protect assets from costly penalties and unnecessary taxes when transferred. Most importantly, the plan directs assets to the beneficiaries you have chosen. Use this checklist to make sure your loved ones beneficiaries are designated.
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Investors should carefully consider a fund's investment objectives, risks, charges, and expenses prior to investing. A prospectus, or summary prospectus if available, containing this and other information can be obtained by contacting a financial professional, visiting principalfunds.com, or calling 800-222-5852. Read the prospectus carefully before investing.
A mutual fund's share price and investment return will vary with market conditions, and the principal value of an investment when you sell your shares may be more or less than the original cost.
Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc., member of the Principal Financial Group®. Principal Funds Distributor, Principal Shareholder Services, Principal Management Corporation and its affiliates, and Principal Funds, Inc. are collectively referred to as Principal Funds.