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To: CurlyDave

RE: I think the real issue is that a very small percentage of the population have substantial IRA accounts.

OK, here’s a question -— what does “substantial” mean when it comes to IRA?

How much must one have in one’s IRA for it to be considered “substantial”?


14 posted on 03/07/2014 9:16:27 AM PST by SeekAndFind
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To: SeekAndFind
How much must one have in one’s IRA for it to be considered “substantial”?

I'll take a stab at it. $100K is low end substantial and $3.2M is high end substantial. The administration is proposing doing away with RMD for accounts under $100K and capping accounts at $3.2M.

They also have a proposal to require RMD for Roth accounts..

15 posted on 03/07/2014 10:26:32 AM PST by EVO X
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