In the News

Title

Advisors: Study Reveals Client Habits with IRA Rollovers

Document Type

Article

Publication Date

3-31-2016

Abstract

When workers reach the end of their careers, those who have participated in their employer’s retirement plan will face a decision of whether to leave their money in the plan or roll it over into a traditional or Roth IRA. The American College’s Center for Retirement Income recently released the results of a survey that was taken in October, which reveals some telling truths about IRA rollovers and who decides to use them.