Focusing on IRA

December 29, 2016 Oak Ridge Investments

Retirement is one of the top 3 financial goals clients have on their minds.1

76.4 million baby boomers (born 1946-1964) have begun to retire2 and job changer frequency continues to increase.

IRAs are "sticky" and attract other household assets.3

Existing clients represent a majority of new rollover business to Advisors.4

71% of retirement plan balances greater than $100,000 that rolled into an IRA utilized a face-to-face meeting with a Financial Advisor to process the rollover. 5


1 Research from UBS Client Experience Survey and Client Loyalty report.

2 The Baby Boom Cohort in the United States: 2012 to 2060, U.S. Census Bureau, Issued May 2014

3 Cerulli Associates, The Rollover IRA Market, Retirement Markets in Transition (p. 61), 2000

4 Cerulli Report, 2004

5 Cerulli Report – The IRA Rollover Market, 2007

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