TITLE

Will Boomers Embrace Roth Conversions?

PUB. DATE
October 2009
SOURCE
Journal of Financial Planning;Oct2009, Vol. 22 Issue 10, p12
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article reports on a survey that assesses the decisions of baby boomers whether they will adapt the Roth conversion when it comes to their individual retirement accounts (IRA) in the U.S. According to the findings of United Services Automobile Association (USAA), a diversified financial services group of companies, seventy percent of boomers are not in favor of adapting Roth conversion concerning their IRA. The conducted survey was composed of 1,200 adults age 46 to 64 respondents.
ACCESSION #
44677389

 

Related Articles

  • Many Baby Boomers Unaware of Retirement Plan Fees. Moore, Rebecca // Plan Advisor News;2014, p1 

    The article focuses on a study by the investment firm Rebalance IRA on September 12-18, 2014 regarding contributions of baby boomers in their retirement accounts. Topics discussed include survey involving 1,165 full-time employed Americans between age 50 to 68, average return of 5.2 percent in...

  • Retiring Boomers Push IRA Assets to $6.5T. Manganaro, John // Plan Advisor News;2014, p1 

    The article focuses on the research conducted by financial research and analytics firm, Cerulli Associates Inc., which shows that the retiring baby boomers in the U.S. helped push the individual retirement account (IRA) rollovers to $324 billion in 2013. It states that the baby boomers are...

  • Making way for Boomers' babies. Balin, Nicole // Parenting;Oct97, Vol. 11 Issue 8, p181 

    Focuses on the increase in population and its impact on the education system, with reference to the echo boom, offspring of the baby boomers. Statistics from the National Center for Education Statistics.

  • Research On Boomers.  // National Underwriter / Life & Health Financial Services;12/9/2002, Vol. 106 Issue 49, p5 

    Presents several studies on baby boomers and on the pre-retirement planning issues in the U.S. for 2002. Priorities of majority of baby boomers; Influence of traditional notions of retirement on a lot of diversity in retirement cycle; Existence of miscommunication between business executives...

  • Boomers breaking out calculators as approach of retirement sinks in. Jacobius, Arleen // Pensions & Investments;6/29/1998, Vol. 26 Issue 13, p8 

    Presents information on the 1998 Retirement Confidence Survey, which calculated the amount of money which the growing percentage of baby boomers in the United States, will need to save by the time they retire. Cost of retirement; Comments from Paul Yakoboski, research analyst from the Employee...

  • Poll: Obesity hits more boomers than others in the U.S.  // Charlotte Post;7/28/2011, Vol. 36 Issue 46, p1B 

    The article discusses the results of the 2011 Associated Press LifeGoesStrong.com survey on baby boomers and obesity.

  • Fun in the Sun Unlikely for Baby Boomers.  // Remodeling;12/1/2014, Vol. 30 Issue 12, p14 

    The article reports that a survey by the Demand Institute found that baby boomers are not moving their current home.

  • Allstate Realty Check Survey Finds Baby Boomers Fulfilling Family Obligations; Facing Challenges During Working Years And Throughout Retirement.  // Insurance Advocate;11/18/2002, Vol. 113 Issue 44, p34 

    Reports on the survey on the challenges faced by baby boomers in fulfilling family obligations in the U.S. Responsibilities for both parents and children; Other financial obligations during retirement.

  • CONTRARY TO PREDICTIONS, BOOMERS RETIRE.  // E-Scan Newsletter;Sep2012, Vol. 38 Issue 9, p7 

    The article focuses on the results of the survey titled "Transitioning into Retirement: The MetLife Study of Baby Boomers at 65." It say that the benefits of Social Security are collected by almost two-thirds of the respondents and on average, began doing so at the age of 63. It adds that the...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics