After a record year of layoffs in 2023, perhaps it isn't surprising to see that interest in Rollover IRAs is at its highest point in the last five years. Hand-in-hand with Tax preparation, research around Rollovers peaks in the early months of the year, and it seems the US taxpayer is rolling up their sleeves right now - those queries surged +69% in the past week!
A Rollover can sometimes be an individual's largest single financial transaction. Understanding not just the value of taking the action, but in finding a new home for those assets with the right level of service, investment options, account access, guidance, and - of course - fees, explains why so much research comes with this decision.
Marketing and product leaders have a great opportunity right now to bring their differentiating qualities to the investing public while the potential for big transfers is high. At minimum, visit Google Trends to set alerts for big swings in interest for queries that reflect the intent of your best prospects!
They're lucky to have you 💛👏