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Fact Book Simplified Chinese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf) June 8, 2026
Fact Book Simplified Chinese Translation – 2026 Investment Company Fact Book: Quick Facts Guide (pdf) June 8, 2026
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News Release SEC Political Contributions Proposal Will Give All Americans an Equal Voice September 8, 2026
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Breadcrumb HOME RESEARCH IRAS THE IRA INVESTOR DATABASE™ Research The IRA Investor Database™ Traditional IRA Investors’ Activity 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: Traditional IRA Investors’ Activity, 2010–2020 (pdf) March 8, 2024 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (xlsx) March 8, 2024 Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2018 (pdf) August 30, 2021 Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2016 (pdf) September 18, 2018 Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2015 (pdf) June 7, 2017 Research The IRA Investor Profile: Traditional IRA Investors' Activity, 2007–2014 (pdf) August 4, 2016 More on IRA Investor Database Roth IRA Investors’ Activity 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: Roth IRA Investors’ Activity, 2010–2018 (pdf) November 17, 2021 Research The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2016 (pdf) September 18, 2018 Research The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2015 (pdf) June 7, 2017 Research The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2014 (pdf) August 4, 2016 Research The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2013 (pdf) July 28, 2015 Research The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2012 (pdf) June 26, 2014
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: Traditional IRA Investors’ Activity, 2010–2020 (pdf) March 8, 2024
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (xlsx) March 8, 2024
Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2018 (pdf) August 30, 2021
Research The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2016 (pdf) September 18, 2018
Research The IRA Investor Profile: Traditional IRA Investors' Activity, 2007–2014 (pdf) August 4, 2016
Research Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx) July 1, 2024