Cogent: $280 Billion in 2014 IRA Rollovers

Posted by

How about this one:

One-Quarter (25%) of Former Employer-Sponsored Retirement Plan Owner Assets Remain Dormant

One in ten (9%) investors with at least $100,000 in investable assets is likely to roll over a total estimated $280 billion into IRAs this year. One in four (24%) investors has at least one retirement plan with a previous employer where a significant portion (25%) of his/her investable assets still resides.

So, that’s quite a number. We’re always surprised when we’re talking with an prospective client who’s still got a huge chunk of their overall net worth in a dormant 401(k) plan from a previous employer. In some extreme cases, we hear of assets have been left behind for years.

Source:

Cogent

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. bitcoin evolution reviews commented on Sep 19

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2014/01/27/cogent-280-billion-in-2014-ira-rollovers/ […]

  2. online tutoring free commented on Sep 20

    … [Trackback]

    […] Read More Information here to that Topic: thereformedbroker.com/2014/01/27/cogent-280-billion-in-2014-ira-rollovers/ […]

  3. kid commented on Sep 25

    … [Trackback]

    […] Read More Information here on that Topic: thereformedbroker.com/2014/01/27/cogent-280-billion-in-2014-ira-rollovers/ […]

  4. blazing trader reviews commented on Sep 27

    … [Trackback]

    […] Find More to that Topic: thereformedbroker.com/2014/01/27/cogent-280-billion-in-2014-ira-rollovers/ […]

  5. https://immediate-edges.com commented on Oct 03

    … [Trackback]

    […] Read More to that Topic: thereformedbroker.com/2014/01/27/cogent-280-billion-in-2014-ira-rollovers/ […]

  6. buy Rifle scopes online commented on Oct 14

    … [Trackback]

    […] Find More to that Topic: thereformedbroker.com/2014/01/27/cogent-280-billion-in-2014-ira-rollovers/ […]

  7. go to link commented on Nov 02

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2014/01/27/cogent-280-billion-in-2014-ira-rollovers/ […]

  8. online banking for business bmo commented on Nov 26

    … [Trackback]

    […] Find More here to that Topic: thereformedbroker.com/2014/01/27/cogent-280-billion-in-2014-ira-rollovers/ […]

  9. benefits of intelligent automation commented on Nov 27

    … [Trackback]

    […] Find More here to that Topic: thereformedbroker.com/2014/01/27/cogent-280-billion-in-2014-ira-rollovers/ […]

  10. Regression Testing commented on Dec 20

    … [Trackback]

    […] There you will find 57888 more Info to that Topic: thereformedbroker.com/2014/01/27/cogent-280-billion-in-2014-ira-rollovers/ […]

  11. rolex replika commented on Jan 14

    … [Trackback]

    […] Find More on to that Topic: thereformedbroker.com/2014/01/27/cogent-280-billion-in-2014-ira-rollovers/ […]

  12. Samsung ME87GPR manuals commented on Jan 21

    … [Trackback]

    […] Read More here on that Topic: thereformedbroker.com/2014/01/27/cogent-280-billion-in-2014-ira-rollovers/ […]

HowIInvestMyMoney