Tag: individual retirement account (IRA)

Cerulli Associates predicts the IRA marketplace will grow steadily over the next five years and expects assets to rise to $7.3 trillion by 2016.

Less than half (45%) of young investors plan to contribute to an Individual Retirement Account (IRA) for the 2011 tax year.

Two-thirds (66%) of those who work with a financial adviser have an understanding of how much of their retirement savings they will withdraw annually at retirement.

A white paper called “The Savings Crisis of Working Americans: The Retirement Industry Call to Action” is available from the Legg Mason Retirement Advisory Council (LMRAC).

Men and women are preparing for retirement in very different ways, according to research released by Ameriprise Financial.

The John Hancock Investor Sentiment Index score improved in the fourth quarter of 2011 from the annual low measured in the year’s third quarter.

The IRA Financial Group, creators of the Self Directed IRA LLC program, has expanded its real estate program to include international investments.

Nearly half (48%) of retirement plan participants who rolled balances into IRAs in the past two years chose their rollover institution based on if they already had an...

Self Directed IRA Services, Inc. has implemented InnoTrust, Innovest Systems’ trust and wealth management platform.  

Taxpayers who unsuccessfully attempted to transfer amounts from their individual retirement accounts (IRAs) to a retirement plan based on incorrect advice from their financial adviser were granted 60...

Great-West Life & Annuity Insurance Company is launching a retirement planning and education program to assist workers when they are eligible to take distributions from their plans at...

Convergent Retirement Plan Solutions has developed a subscription-based IRA portal for financial professionals, called IRAstuff.com.   

Research from the Employee Benefit Research Institute (EBRI) IRA Database finds that almost 40% of IRA assets are invested in equities.

The Financial Research Corporation (FRC) estimates that over the next five years, assets in defined contribution (DC) plans and IRAs will grow from $9.0 trillion in 2010 to...

Strong performance across equity sectors coupled with positive returns in the bond markets helped push total U.S. retirement market assets to an estimated $16 trillion by year-end.

Through a new Web site, www.retirementpowerplay.com, Pershing aims to help financial professionals grow their business by targeting “money in motion.”

Broad Financial's Education Center provides financial advice regarding IRA and 401(k) plans.

Total assets held in employer-sponsored retirement plans was $10.2 trillion at the end of 2010, up 11% from $9.3 trillion a year earlier, a Spectrem Group analysis indicates.

Fidelity Investments reports that nearly one-third of its Roth IRA Conversions executed across its retail and adviser businesses in 2010 occurred during the month of December.

The retirement industry might want to be on the lookout for some Congressional action around retirement adequacy and retirement plan coverage.