Resources

More
ICI Viewpoints

Investing Basics: Compound Returns and the Power of Reinvestment

Start saving early. You’ve heard it once, you’ve heard it a million times. There are a few reasons...
More
ICI Viewpoints

Tax Filing Deadline Extended to July 15: What It Means for IRA Savers

On March 21, 2020, the Treasury Department and Internal Revenue Service (IRS) extended the federal...
More
ICI Viewpoints

Investing Basics: 529 Savings Plans

One thing you can expect when you’re expecting a baby is to pay a lot for diapers—you might pay...
More
Perspective

Who Participates in Retirement Plans, 2017 (pdf)

More
Podcast

Tina Kilroy and Sarah Holden on the Millennial to Millionaire Podcast

In this discussion with host Paris Grant, Sarah Holden of ICI and Tina Kilroy of the ICI Education...
More
ICI Viewpoints

Investing Basics: Tax Benefits to Encourage Saving

To encourage people to save, federal and state governments offer special tax treatment for savings...
More
ICI Viewpoints

Investing Basics: The Benefits of Mutual Funds

We’ve reached the halfway point in this series, and we’ve covered a lot of ground: the benefits of...
More
ICI Viewpoints

Investing Basics: Dollar-Cost Averaging

Emotions are the enemy of successful investing. For long-term investors, dollar-cost averaging is a...
More
News Release

Influential Book on Who Benefits from the US Retirement System Published in Japanese

The Japanese Investment Trusts Association (JITA) hosted a seminar today to launch a Japanese...