Using data from year-end 2007 through year-end 2016, this report analyzes data on traditional IRA investors drawn from The IRA Investor Database to gain insight into how traditional IRA investors fared during and after the financial crisis. After setting the scene in terms of financial...

Using data from year-end 2007 through year-end 2014, this report analyzes data on traditional IRA investors drawn from The IRA Investor Database to gain insight into how traditional IRA investors fared during and after the financial crisis. After setting the scene in terms of financial...

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...

This paper presents survey results on the incidence of IRA ownership in the United States and the activity of IRA-owning households. In mid-2020, 37 percent of US households owned individual retirement accounts (IRAs), most commonly traditional IRAs. More than eight in 10 IRA-owning households...

This paper presents survey results on the incidence of individual retirement account (IRA) ownership in the United States and the contribution, rollover, and withdrawal activity of IRA-owning households. In mid-2021, 37 percent of US households owned IRAs. More than eight in 10 IRA-owning...