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Drafting Financial Blueprints For Your Clients and
Increasing Your AUM with IRA Rollovers
 

Did you know:

IRA assets are expected to increase to $10 trillion in the next 20 years. (1)

       80% of that sum will come from rollovers.

IRA rollover dollars are larger than 401(k) contributions, and are growing at a faster rate. (2)

Consumers will withdraw more than $3.7 trillion from qualified retirement plans by 2006, and more than half of that will be funneled into rollover
IRAs. (3)

 

 
   

 

 
     
     
Download a copy of this presentation:
   
  

sales@fundquest.com  |  888-253-9169
  (1) Cerulli Associates
(2) Bernstein Research/Cerulli Associates
(3) Financial Research Corporation
 
 

FOR ADVISOR USE ONLY - NOT FOR PUBLIC DISTRIBUTION