For IRAs, It's All About the Rollover

Manganaro, John
March 2014
Plan Advisor News;2014, p4
The article discusses the results of the financial analysis from the financial institution Investment Company Institute (ICI) related to the majority of traditional individual retirement accounts (IRA) from employer sponsored retirement plan in the U.S. It mentions that the IRA investors have observed the highest rate for investors in the year 2012 balance to grow due to the rollovers. It also highlights the positive impacts on the withdrawal activity among younger IRA investors.


Related Articles

  • How Proposed Regulations Impact Longevity Insurance. Cordell, David M.; Langdon, Thomas P. // Journal of Financial Planning;Jan2014, Vol. 27 Issue 1, p34 

    The article looks at longevity insurance products, typically annuities with a delayed starting date designed to address the risk of outliving one's retirement savings, as of 2014. It discusses proposed U.S. Internal Revenue Service (IRS) regulations regarding the purchase of longevity insurance...

  • Retirement Topics - Retirement Savings Contributions Credit (Saver's Credit).  // Retirement News for Employers;2/24/2014, p1 

    The article focuses on the eligible contributions of the Retirement Savings Contributions Credit to the Individual Retirement Account (IRA) plan or employer-sponsored retirement plan. Topics discussed include the eligibility criteria for the credit, the eligibility of retirement savings for the...

  • Americans Support DC Plan System. Moore, Rebecca // Plan Sponsor News;2013, p152 

    The article discusses the developments in the U.S. retirement industry. It presents the study "America's Commitment to Retirement Security: Investor Attitudes and Actions, 2013," by the Investment Company Institute (ICI), which showed that 85% of respondents rejected the proposal to remove the...

  • When Does a 401 (k) Rollover Make Sense? Gaston-Harper, Lavrstiu // Tennessee Tribune;11/5/2015, Vol. 26 Issue 45, p9A 

    The article offers information on enrollment of 401(k) employer retirement plan into individual retirement account (IRA) including flexibility in investment options, savings from multiple companies in one account, and simplification of Required Minimum Distribution (RMD).

  • Time for Baby Boomers to pay up. McCullough, Tricia // Wenatchee Business Journal;Nov2016, Vol. 30 Issue 8, p19 

    The article reminds Baby Boomers to utilize their required minimum distributions (RMD) to avoid penalty and recommends steps to take when one has multiple individual retirement accounts (IRA).

  • Charitable Giving to the CMH Endowment Fund.  // Military Collector & Historian;Winter2016, Vol. 68 Issue 4, p352 

    The article focuses on the Qualified Charitable Distributions (QCD) from individual retirement accounts that can be contributed to the Company of Military Historians (CMH) Endowment Fund. Topics covered include the impact of the Required Minimum Distribution (RMD) on retirement funds, the...

  • Experts: Get Into Investors' Heads. Papini, Jessica // Money Management Executive;5/21/2007, Vol. 15 Issue 20, p1 

    The article reports that according to panelists at the Investment Company Institute's annual meeting, while investment companies do a good job of focusing on investor needs and expectations to help clients prepare for retirement, they need to first understand investor behavior. The author...

  • U.S. Retirement Assets.  // Money Management Executive;10/6/2014, Vol. 22 Issue 38, p2 

    A chart by the Investment Company Institute is presented that shows the U.S. Retirement Assets from the year 2000 to the 3rd quarter of 2013.

  • Majority of IRA-Owning Households Are Older Groups of Workers.  // Plan Advisor News;2015, p66 

    The article discusses the findings of a survey conducted by the Investment Company Institute (ICI) from May 2014 to July 2014 to assess the financial goals of working-age individuals in different households in the U.S. Topics covered include the benefits of owning an individual retirement...


Read the Article


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

Try another library?
Sign out of this library

Other Topics