Docstoc

EXCEL - U.S. Census Bureau

Document Sample
EXCEL - U.S. Census Bureau Powered By Docstoc
					                     Households owning IRAs
                                                        Households
        Unit                 Traditional                not owning
                  Total \1           IRA   Roth IRA        IRAs \2

        Age            51             53           47          47
        Dollars    75,000         75,000       87,500      35,000
        Dollars   200,000        250,000      214,000      32,000
        Dollars    55,000         75,000       55,000         (X)
        Percent        31             25           10         (X)


        Percent        79             80           83          49
        Percent        70             69           77          40
        Percent        44             46           46          24


        Percent        79            100           68         (X)
        Percent        39             34          100         (X)
        Percent        21             14           15         (X)

amentals,
, January
Table 543. Characteristics of U.S. Households Owning IRAs: 2008

Back to Data

HEADNOTE
[See headnote, Table 542]

SYMBOL
X Not applicable.

FOOTNOTES
\1 Households owning IRAs include households that own Traditional or Roth IRAs
employer-sponsored IRAs are not included.
\2 Households not owning IRAs exclude households with traditional, Roth, or em
\3 Household financial assets include assets in employer-sponsored defined con
but exclude primary residence.
\4 Multiple responses are included.
\5 Data are from ICI's 2007 Mutual Fund Shareholder Tracking Survey.
\6 Employer-sponsored IRAs include SEP IRAs, SAR-SEP IRAs, and SIMPLE IRAs. Am
owning employer-sponsored IRAs, 63 percent have traditional IRAs and 31 percen

Source: Investment Company Institute, Washington, DC, Research Fundamentals,
"Appendix: Additional Data on IRA Ownership in 2008"; Vol 18, No. 1A, January
2009 (copyright).

For   more information:
http://www.ici.org/pdf/fm-v18n1_appendix.pdf
As: 2008




raditional or Roth IRAs. Households owning only

raditional, Roth, or employer-sponsored IRAs.
r-sponsored defined contribution retirement plans


cking Survey.
As, and SIMPLE IRAs. Among households
onal IRAs and 31 percent have Roth IRAs.

Research Fundamentals,
ol 18, No. 1A, January
                                                   <begtab;tbspec2;1p><setnc;5><setwid;1;14.5p><setrul;col;4;0.3q>
                                                   <Tr;;0><med>Table 536. <bold>Characteristics of U.S. Households Owning IRAs: 2007<med>
Table 536. Characteristics of U.S. Households Owning IRAs: 2007
                                                   <nr><tq;1><l><sz;6q><lp;6q><ff;0>
[See headnote, Table 535]                          <nr>\[See headnote, Table 535\]
                                                   <Tr;2;1><vstyle;ctr><c>Characteristic<c>
See Not es                                         <nr><Tc;1;3><vstyle;ctr><c>Households owning IRAs<c>
                                                   <nr><Tc;2;1>Households<r> not owning<r> IRAs \2
                                                   <Tr;1;1>Total\1
                                                   <nr><Tc;1;1>Traditional<r> IRA
                                                   <nr><Tc;1;1>Roth<r> IRA
                                                   $del Characteristic                                                                      Households owning IRAs
                  Characteristic                                                                                                                                            Households
                                                  $del                                                                                             Traditional              not owning
                                                                                                                                        Total \1           IRA   Roth IRA      IRAs \2
                MEDIAN PER HOUSEHOLD               <Tr><lp;3q><vsryle;ctr><c>MEDIAN PER HOUSEHOLD<c><ql>
                                                   <lp;3q>Age of household sole or co-decision-maker for investing
Age of household sole or co-decisionmaker for investing                                                                                       54            56        50           46
                                                   Household income                                                                       80,000        78,000    87,500       34,000
Household income                                   Household financial assets \3                                                         250,000       300,000   300,000       40,000
Household financial assets \3                      Household financial assets in all types of IRAs                                        50,000        50,700    50,100          (X)
Household financial assets in all typs of IRAs     Share of household financial assets in type of IRA indicated                               27            27         6          (X)
Share of household financial assets in type of IRA indicated
                                                   |
               PERCENT OF HOUSEHOLDS               <lp;6q>PERCENT OF HOUSEHOLDS<c>
Household has defined contribution account         <lp;3q>Household has defined contribution account<ql>
 Defined benefit plan coverage (total) \4          \nor Defined benefit plan coverage (total) \4                                              80            79        87           51
Defined contribution retirement plan account       \n\nDefined contribution retirement plan account                                           70            69        80           42
Defined benefit plan coverage                      \n\nDefined benefit plan coverage                                                          47            47        50           22
                                                   |
Types of IRAs owned: \4, \5                        <lp;6q>Types of IRAs owned: <sup>4, 5<reset><ql>
  Traditional IRA                                  <nr>\n\nTraditional IRA                                                                    87           100        68          (X)
  Roth IRA                                         \n\nRoth IRA                                                                               40            31       100          (X)
  Employer-sponsored IRA \6                        \n\nEmployer-sponsored IRA \6                                                              15            15        16          (X)
                                                   <nr><endtab>
X Not applicable.                                  [tbf]X Not applicable.
                                                   \1 Traditional or Roth IRAs. Households owning only
\1 Households owning IRAs include households that own Households owning IRAs include households that own Traditional or Roth IRAs. Households owning only
employer-sponsored IRAs are not included.          employer-sponsored IRAs are not included.\n\n
                                                   \2 traditional, Roth, or employer-sponsored IRAs.
\2 Households not owning IRAs exclude households with Households not owning IRAs exclude households with traditional, Roth, or employer-sponsored IRAs.\n\n
                                                   \3 Household financial assets include assets in plans
\3 Household financial assets include assets in employer-sponsored defined contribution retirement employer-sponsored defined contribution retirement plans
but exclude primary residence.                     but exclude primary residence.\n\n
\4 Multiple responses are included.                \4 Multiple responses are included.
                                                   \5 Data are from ICI's 2007 Mutual Fund Shareholder Tracking Survey.\n\n
\5 Data are from ICI's 2007 Mutual Fund Shareholder Tracking Survey.
                                                   \6 Employer-sponsored IRAs include SEP IRAs, SAR-SEP IRAs, and SIMPLE IRAs. Among households
\6 Employer-sponsored IRAs include SEP IRAs, SAR-SEP IRAs, and SIMPLE IRAs. Among households
                                                   owning employer-sponsored IRAs, 63 percent have traditional IRAs and 31 percent have Roth IRAs.
owning employer-sponsored IRAs, 63 percent have traditional IRAs and 31 percent have Roth IRAs.
                                                   |
                                                   |
                                                   DC, Research Fundamentals,
Source: Investment Company Institute, Washington, [tbf]Source: Investment Company Institute, Washington, DC, <mdit> Research Fundamentals<med>,
                                                   "Appendix: No. 1A, January
"Appendix: Additional Data on IRA Ownership in 2007"; Vol 17, Additional Data on IRA Ownership in 2007"; Vol 17, No. 1A, January
                                                   2008 (copyright). See also
2008 (copyright). See also \<http://www.ici.org/statements/fundamentals/\>. \<http://www.ici.org/statements/fundamentals/\>.

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:3
posted:7/24/2011
language:Esperanto
pages:4