Resources

More
ICI Viewpoints

Investing Basics: Understanding Fees and Expenses

In the ICI Education Foundation’s Investing Road Trip exhibit, a toll booth illustrates the fees and...
More
ICI Viewpoints

Investing Basics: Compound Returns and the Power of Reinvestment

Start saving early. You’ve heard it once, you’ve heard it a million times. There are a few reasons...
More
ICI Viewpoints

Tax Filing Deadline Extended to July 15: What It Means for IRA Savers

On March 21, 2020, the Treasury Department and Internal Revenue Service (IRS) extended the federal...
More
ICI Viewpoints

The US Retirement System Is Stronger Than Critics Portray

A recent Washington Post opinion piece paints an inaccurate and misleading picture of the US...
More
ICI Viewpoints

Investing Basics: 529 Savings Plans

One thing you can expect when you’re expecting a baby is to pay a lot for diapers—you might pay...
More
ICI Viewpoints

Investing Basics: Tax Benefits to Encourage Saving

To encourage people to save, federal and state governments offer special tax treatment for savings...
More
ICI Viewpoints

Investing Basics: The Benefits of Mutual Funds

We’ve reached the halfway point in this series, and we’ve covered a lot of ground: the benefits of...
More
ICI Viewpoints

Investing Basics: Dollar-Cost Averaging

Emotions are the enemy of successful investing. For long-term investors, dollar-cost averaging is a...
More
Letters to the Editor & Responses

A Spousal IRA May Be the Best Gift You Can Give Your Non-Working Husband or Wife

Most people are aware that Social Security provides spousal benefits for husbands and wives who don...