Resources

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ICI Viewpoints

Investing Basics: Saving for Retirement on Your Own

A majority of workers aged 26 to 64 were active participants in a workplace retirement plan in 2017...
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ICI Viewpoints

Investing Basics: Understanding Fees and Expenses

In the ICI Education Foundation’s Investing Road Trip exhibit, a toll booth illustrates the fees and...
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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...
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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...
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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...
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Perspective

Who Participates in Retirement Plans, 2017 (pdf)

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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...
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ICI Viewpoints

Investing Basics: Tax Benefits to Encourage Saving

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