New York City District Council of Carpenters Benefit Funds
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Retirement Planners and Administrators (RPA)
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Fringe Benefit Group
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Pollard & Associates
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Retirement Solutions Specialists
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Defined Contribution Account Manager Nova 401(k) Associates
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Greenline Wealth Management
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Roth IRAs: Important Facts (PDF)
Investment Company Institute [ICI] July 19, 2022 24 pages. "[1] More than one-third of IRA investors have Roth IRAs.... [2] One-third of Roth IRA investors are younger than 40.... [3] Roth IRA rollover activity is rare.... [4] Equity holdings figure prominently in Roth IRA investments.... [5] Most Roth IRA owners consult a financial professional when creating a retirement strategy.... [6] Few Roth IRA investors take withdrawals." |
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