Research
Research Studies
Our analyses of published IRA research, including IRS tax data, ICI household surveys and clearly labeled provider reports. Each article explains its sources, dates and limits; the underlying research belongs to its publishers.
Data study · Published 2026-10-14
Roth IRA contribution sizes, by age
Explore IRS estimates across four annual contribution bands and eleven age groups for 2023. Includes an age selector, comparison chart, full table and CSV/Excel downloads, with source notes and small-sample cautions.
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Study No. 1 · Published 2026-05-27
The 2010 Roth Conversion Surge, by the Numbers
A historical look at the 2010 Roth conversion surge: about 846% growth, with all AGI groups, four charts and source-precision downloads. The data do not count backdoor Roth users.
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Data Brief · Updated 2026-09-27
Roth IRA Owners by the Numbers
ICI's 2025 household data on Roth ownership, contribution participation and withdrawals, plus a separate Fidelity Q2 2026 balance note. Understand household versus account figures, averages versus medians, and what the comparisons cannot establish.
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