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According to the Investment Company Institute, 59 percent of existing traditional IRAs are comprised in whole or part of assets rolled over from a corporate retirement plan. Significantly, 82 percent of the households with rollovers said they rolled over their entire account in their last rollover. It’s odd, then, to discover that only 1.9 percent of Roth IRAs created in 2015 came from rollovers.

Christopher Carosa


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