Filed Under:Life Insurance, Life Planning Strategies

Cerulli: IRA assets total $5.3 trillion in Q1 2012

Photo credit: KROMKRATHOG
Photo credit: KROMKRATHOG

Individual retirement account assets reached an estimated $5.3 trillion in the first quarter of 2012, a nearly 9 percent rise over the $4.8 trillion in estimated assets for 2011, according to a new report.

Cerulli Associates, Boston, released this finding in the November edition of “Evolution of the Retirement Investor 2012: Understanding 401(k) Participant Dynamics and Trends in Rollover and Retirement Income,” a Cerulli Special Quantitative Update. The report includes an analysis of defined contribution plan participants, individual retirement account (IRA) assets and the rollover decision, and the retirement income landscape.

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Nichole Morford

Nichole Morford
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