Exchanging or Selling Shares

Many funds allow you to exchange your shares for shares of another fund owned by the same fund company. Typically, there is a limit to the number of exchanges you can make, and there may be fees or tax consequences associated with it.

Most fund companies provide a number of ways to exchange or sell your shares, as well as options for depositing the proceeds into your account. Whether you prefer to conduct transactions over the phone, online or in writing, you should refer to the prospectus for details.

AARP Financial Inc. does not provide tax advice. Please consult a tax advisor for information pertaining to your particular situation.

The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, or legal, tax or investment advice, or a legal opinion. Individuals should contact their own professional tax or investment advisors or other professionals to help answer questions about specific situations or needs prior to taking any action plan based on this information.

The Financial Advisors are investment adviser representatives of AARP Financial Inc., an investment adviser.

While AARP endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is an investment adviser and a subsidiary of AARP.