Bates & Company, Inc.
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Roth IRA Investors Activity, 2007-2014 (PDF)
Investment Company Institute [ICI] Aug. 4, 2016 88 pages. "In any given year, more than three in 10 Roth IRA investors contribute to their Roth IRAs. On average, in recent years, estimates suggest that about $18 billion of contributions flowed into Roth IRAs per year.... In 2010, more than 5 percent of Roth IRA investors made conversions, up from less than 2 percent in recent prior years. Between 2011 and 2014, Roth conversion activity declined again, to about 2.6 percent ... Four percent of Roth IRA investors took withdrawals in 2014." |
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