Large Retirement Account Balances: An Overview

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Report metadata

Identifier

IF13303

Version

1

Product type

Resources

Status

Active

Published

Sep 1, 2026

Source updated

Sep 3, 2026, 8:56 am UTC

Authors: Elizabeth A. Myers

Source topics: Individual Retirement Accounts (IRAs), Retirement Income Adequacy, Pensions & IRAs

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Structured Congress.gov references

Related federal bills

• HR 5376To provide for reconciliation pursuant to title II of S. Con. Res. 14.
  117th Congress
• HR 9813To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances.
  119th Congress
• S 5040A bill to amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances.
  119th Congress