Resources

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ICI Viewpoints

Investing Basics: Tax Benefits to Encourage Saving

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

Investing Basics: Dollar-Cost Averaging

Emotions are the enemy of successful investing. For long-term investors, dollar-cost averaging is a...
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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...
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ICI Viewpoints

Investing Basics: Diversification

Eggs play a starring role in diversification’s ubiquitous analogy—one we used in the Investing Road...
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ICI Viewpoints

Investing Basics: Types of Investments

Two of the most common investments are stocks and bonds. Chances are if you own a portfolio of...
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Perspective

The Role of IRAs in US Households’ Saving for Retirement, 2019 (pdf)

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News Release

ICI Survey Shows Most Traditional IRA–Owning Households Have Planned Retirement Strategy

ICI Survey Shows Most Traditional IRA–Owning Households Have Planned Retirement Strategy Washington...
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ICI Viewpoints

Talkin’ ’Bout the Generations: ICI Research on Mutual Fund Ownership by Generation

Talk about the differences between generations is a hot topic in today’s cultural conversation. And...