IRA Assets: Concentrated by County and State

Data-driven Marketing

Many investors are saving for their futures, however most Individual Retirement Account (IRA) assets are concentrated in just a few states and counties. The states with the darkest shading have the most IRA assets, while the states with the lightest shading have the least.

IRA Assets: Concentrated by County and State

Source: MarketVision™ for Securities (December 2012)

Represents IXI measured IRA Assets (IXI measures approximately 43% of all invested assets, including over $3 trillion in IRA Assets). IRA Assets = Assets in All IRA Accounts, including Regular, Rollover, Roth, and Educational.


A county view of IRA investments shows some astounding statistics:

  • 10 counties hold about 15% of all IRA assets
  • 100 counties hold over 50% of all IRA assets

Groups with the highest percent of IRA assets compared to IXI measured assets:

  • Income Tier: $75K – $100K
  • Age by Income Tier: Age 65-74 and $50K – $100K

Average IRA dollars per Household: $26,014

Want to learn more?

Contact your account manager or click here.

The post IRA Assets: Concentrated by County and State appeared first on Equifax Data-driven Marketing.

Previous Article
Generational Income Trends in Key California Regions
Generational Income Trends in Key California Regions

California is the most heavily populated state in the U.S. with over 33 million residents. The map to the ...

Next Article
Estimated Discretionary Spending by Age Tier
Estimated Discretionary Spending by Age Tier

This month we decided to take a look at the distribution of spending across different age tiers. The size ...