Browsing Tag
IRA Rollover
59 posts
Total U.S. Retirement Assets Down 1.6% in Q1 2025; IRAs Growing Faster than DC
New reports from the Investment Company Institute and Hearts & Wallets put defined contribution assets at $12.2 trillion compared to $16.8 trillion in individual retirement accounts
Left-Behind 401(k)s Could Cost Americans Tens of Thousands
Low returns, high fees of default Safe Harbor IRAs can kneecap accounts left with old employers, new PensionBee analysis finds
Capitalize Digital Rollover Tech Coming to Webull Platform
Capitalize’s Rollover API will allow users to seamlessly transfer legacy 401(k)s into Webull retirement accounts
Dressing Up Traditional Automatic Rollovers
Tom Hawkins explains how the many flaws of traditional automatic rollover IRAs can be overcome with a low-fee transitional safe harbor IRA
Outdated 401(k) Rollover Processes Challenge, Frustrate Retirement Savers
New data from Capitalize highlights problems including most users being unable to complete a rollover unassisted and nearly half dealing with a paper check
Run on Rollovers in 2024: Cogent Syndicated Report
New study reveals rollover and consolidation activities have accelerated over the past year; outlook for future assets in motion looks promising
New Study Highlights Key Role IRAs Play in Retirement Planning
ICI research shows more than 40% of households own an IRA, with rollover activity fueling growth
Over Half of Americans Surveyed Use IRAs for Retirement
Latest findings from ICI show that IRAs represent 34% of total retirement market assets in the U.S., up from 18% recorded decades ago
IRA Assets Approach $14 Trillion Thanks to 401(k) Rollovers
Cerulli Report attributes individual retirement account asset growth to rollovers from defined contribution plans
Bill Makes 529-to-Roth IRA Rollovers Penalty-Free
Bipartisan “College Savings Recovery Act” introduced in Senate