Within the next year, the affluent are the most likely to roll over $350 billion in assets into individual retirement accounts.
Cogent Research revealed that discovery in its "Investors in Action" report. The data showed that of the 25% of affluent Americans who have assets sitting in former employer's retirement plans, nearly half (42%) said they are likely to roll over the assets into an IRA sometime within the next year.
That group has approximately $350 billion in assets ready to shift.
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