I want to get advice from FMN

American Funds

• I want to open a new account at American Funds

o I want to open a Roth IRA 

o I want to open a Traditional IRA 

o I want to open an Individual Account 

o I want to open a Joint Account with my Spouse 

• I want to contribute to my Roth IRA 

• I want to contribute to my Traditional IRA 

• I want to contribute to my Individual Account 

• I want to contribute to my Joint Account 

• I want to get monthly distributions from my American Funds account 

• I want to add or change the beneficiary on my Traditional IRA or Roth IRA 

• I want to roll over an existing account into my American Funds account 

Lincoln National

• I want to open up an account with Lincoln National

• I want to change the beneficiary on my Lincoln National Annuity or Roth IRA 

Lincoln Alliance 403(b)

• I want to adjust my monthly contributions to my 403(b) 

• I want to review how my 403(b) is invested 

• I want to change the beneficiary on my 403(b) 

• I want to roll an existing pension, 403(b), 401(k), or other defined benefit plan into my 403(b)