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Total IRA assets will likely reach $11.7 trillion by the year 2020, according to new research from Cerulli Associates.

The report, “Evolution of the Retirement Investor 2015,” looked at the following:

  • IRA rollovers (traditional, Roth, employer-sponsored)

  • retirement income (payout funds, variable annuities with guaranteed withdrawal benefits, target-date funds)

  • defined contribution (DC) plan participants

  • retail investors (preretiree and retiree)

It also looked at strategies for segmenting and influencing participant behavior.

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