Compass
|
Regional Vice President of Sales The Retirement Plan Company
|
Bates & Company, Inc.
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
AimPoint Pension
|
Loan & Distribution Specialist AimPoint Pension
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
IRA Asset Allocation in 2013, and Longitudinal Results from 2010 to 2013 (PDF)
Employee Benefit Research Institute [EBRI] Sept. 17, 2015
"54.7 percent of the assets were in equities, 10.1 percent in balanced funds, 15.3 percent in bonds, 11.6 percent in money, and 8.4 percent in other assets ... When combining the equity share of balanced funds to the equity allocation, the total equity exposure of IRA owners was 60.7 percent of the assets.... For IRAs owned by those ages 25 or older, the percentage allocated to bonds increased with the age of the owner ... The percentage of IRA assets in equities had no clear pattern across the ages of the owners."
|
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |