Resources

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Research

Ten Important Facts About Roth IRAs (pdf)

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Fact Sheet

Portability Is Key to Retirement Saving Success (pdf)

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ICI Viewpoints

IRA Investors Are Concentrated in Lower-Cost Mutual Funds

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...
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ICI Viewpoints

Jump In for Mutual Fun

Managing your finances is serious business, so people may not often associate “fund” with “fun.” But...
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Fact Sheet

Limited Access Is Key to Retirement Saving Success (pdf)

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ICI Viewpoints

Grow Your Money Skills…It’s Financial Literacy Month!

Financial literacy will equip you with money skills. Good money habits and skills will lead you to...
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ICI Viewpoints

Traditional and Roth IRAs Offer Choice and Flexibility

With $12.2 trillion in assets, individual retirement accounts (IRAs) represent more than one-third...
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ICI Viewpoints

To Do: Check Your Savings Goals This Week!

This week, the Investment Company Institute (ICI) and the ICI Education Foundation (ICIEF) are...
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ICI Viewpoints

All You Need Is Love…and a Spousal IRA

As you’re racking your brain to find that perfect Valentine’s Day gift, you might want to consider...