This report analyzes data on a group of consistent Roth IRA investors — those holding accounts with the same financial services provider at the end of each year from 2007 through 2016 — drawn from The IRA Investor Database to gain insight into how Roth IRA investors fared during and after...

This report analyzes data on a group of consistent Roth IRA investors — those holding accounts with the same financial services provider at the end of each year from 2007 through 2014 — drawn from The IRA Investor Database to gain insight into how Roth IRA investors fared during and after...

"The Fund Reporting Cloud® has made tax reporting less complex, but comparing the effective tax treatment of investment funds and their investors in an international environment is still an ambitious task. Against this background, this study examines the tax consequences at fund, asset, and...