Financial Management Network (PI)

I Want To

Contribute to my Joint Account

 If you do not have a Joint Account at American Funds

Unlike a Roth or Traditional IRA there are no contribution limits or exclusions on a Joint Account, however the account is subject to capital gains tax when you sell assets within the account. To find out more about the tax treatment of Joint Accounts contact us at: info@piplan.org

For your contributions to the Joint Account, send your check to PI with the Attn Line: Ginny Mauger

Make checks payable to PI