TITLE

The Rollover Sweepstakes

PUB. DATE
October 1997
SOURCE
Journal of Financial Planning;Oct97, Vol. 10 Issue 5, p20
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article focuses on a survey which is conducted on retirement money generated by the No-Load Mutual Fund Council. The Council sees an exploding opportunity for advisors to work with employees looking to do something with their 401 (k) retirement money. The survey by the Council found that: over 80 percent of the investors agree that they need an investment plan prepared by a financial professional; the IRA rollover market is roughly $100 billion a year; 62% of those changing jobs toll their money into IRAs; 49% of those who retire roll their money into IRAs and the highest IRA allocations of those still working go to equity mutual funds.
ACCESSION #
9712013884

 

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