Advisors: Study Reveals Client Habits with IRA Rollovers
David A. Littell
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.
Cussen, Mark P., "Advisors: Study Reveals Client Habits with IRA Rollovers" (2016). In the News. 1188.