Comment Letter ICI Response to the Australian Treasury's Consultation on Sustainable Investment Product Labelling Regime March 13, 2026
Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx) April 9, 2026
News Release ICI Statement on the EU Market Integration and Supervision Package (MISP) April 14, 2026
Apr 20 ICI Webinar Overview of the CRI Financial Services AI Risk Management Framework Virtual● 10:00am - 11:00am (EDT)
Apr 22 ICI Webinar Valuing Private Credit in Retail Vehicles: Governance Considerations, Methodologies, and Market Reality Virtual● 3:00pm - 4:00pm (EDT)
Comment Letter ICI Response to the Australian Treasury's Consultation on Sustainable Investment Product Labelling Regime March 13, 2026
Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx) April 9, 2026
News Release ICI Statement on the EU Market Integration and Supervision Package (MISP) April 14, 2026
Apr 20 ICI Webinar Overview of the CRI Financial Services AI Risk Management Framework Virtual● 10:00am - 11:00am (EDT)
Apr 22 ICI Webinar Valuing Private Credit in Retail Vehicles: Governance Considerations, Methodologies, and Market Reality Virtual● 3:00pm - 4:00pm (EDT)
Breadcrumb HOME RESEARCH IRAS THE IRA INVESTOR DATABASE™ Research The IRA Investor Database™ Traditional IRA Investors’ Activity Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (pdf) March 31, 2026 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026 Research The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (pdf) July 1, 2024 Research Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx) July 1, 2024 Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (pdf) March 8, 2024 More on IRA Investor Database Roth IRA Investors’ Activity Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (pdf) March 31, 2026 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026 Research The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (pdf) July 1, 2024 Research The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (pdf) July 1, 2024 Research Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx) July 1, 2024 Research Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx) July 1, 2024 Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (pdf) March 8, 2024
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026
Research Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx) July 1, 2024
Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (pdf) March 8, 2024
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026
Research Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx) July 1, 2024
Research Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx) July 1, 2024
Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (pdf) March 8, 2024
