Why does the penny still exist? These copper coins serve no purpose other than to sit idly in gas stations and jars, wasting your time counting and moving them around. Perhaps, if a penny is lucky, it will someday escape gas station purgatory and end up in the piggy bank of an industrious child.
Topics: IRA Assets
Inspira to speak at Winning IRA Rollovers conference in Boston
Inspira’s presentation will discuss how large retirement platforms can effectively capture the 80% of rollovers that fall beneath their wealth management minimums.
Pittsburgh, PA – Inspira will be speaking at the Winning IRA Rollovers conference in Boston on Monday, September 15th about how firms can effectively capture rollovers that are below their wealth management minimums.
The conference, being held at the Harvard Club of Boston and organized by Financial Research Associates (FRA), is designed to help retirement investment executives and their teams learn how to best position their firms to capture IRA rollovers.
If you are involved in administering IRA accounts or even have an IRA account, below are some key dates you may want to be aware of:
With the Fiscal Cliff, particularly as it relates to increases in tax rates, should many Americans take money out of tax-deferred investments by the end of 2012? That is the question many people, particularly those in the upper tax brackets, need to ask themselves and their financial planners.
Inspira, as part of its parent company ABG Capital, has been recognized as one of the best places to work in Pennsylvania. The company achieved the 14th spot on the list of 71 small and medium employers in the state, according to the 13th annual Best Places to Work in PA awards program.
IRA assets encompassed 28% of all retirement assets at of the end of the second quarter, according to a November 2012 Investment Company Institute (ICI) research report. The report also noted that assets in IRAs at the end of June 2012 totaled more than $5.1 trillion, a slight drop from $5.2 trillion at the end of the first quarter of 2012, but remain the largest single pot of retirement funds. The entire retirement marketplace was valued at $18.5 trillion.