Resources

More
Perspective

Appendix: Additional Data on IRA Ownership in 2017 (pdf)

More
Research

The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2015 (pdf)

More
Research

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2015 (pdf)

More
Speech

Chairman's Address, 59th General Membership Meeting

Chairman’s Address 59th Annual General Membership Meeting William “Ted” Truscott CEO Columbia...
More
Perspective

The Role of IRAs in US Households’ Saving for Retirement, 2016 (pdf)

More
Perspective

Appendix: Additional Data on IRA Ownership in 2016 (pdf)

More
Research

The IRA Investor Profile: Traditional IRA Investors' Activity, 2007–2014 (pdf)

More
Research

The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2014 (pdf)

More
Comment Letter

Recommendations for 2016-2017 Treasury/IRS Priority Guidance Plan―Retirement Plan Items (pdf)