$450 Billion in Rollovers Waiting to Happen

August 2009
Journal of Financial Planning;Aug2009, Vol. 22 Issue 8, p14
Academic Journal
The article focuses on the report "Assets In Motion: The Rollover IRA and Retirement Income Market Opportunity" released by Cogent Research on June 2009 in the U.S. According to the report, about 450 billion dollars of retirement assets will be in play in the next 12 months. However, it notes that online investment providers will gain from the retirement assets. Moreover, it mentions that 39% of wealthy investors and 457 plans intend to roll assets.


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