Total Annuities Held by the 99th to 99.9th Wealth Percentiles
This dataset tracks total annuities held by the 99th to 99.9th wealth percentiles over time.
Latest Value
207918.00
Year-over-Year Change
11.97%
Date Range
7/1/1989 - 1/1/2025
Summary
This economic trend measures the total annuities held by households in the 99th to 99.9th wealth percentiles in the United States. It provides insights into the investment and retirement planning strategies of the nation's wealthiest individuals.
Analysis & Context
This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.
Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.
About This Dataset
Annuities are financial instruments that provide a steady stream of income payments, often used as part of retirement planning. This data series tracks the total value of annuities held by the top 1% of U.S. households by wealth, excluding the top 0.1%. It offers a window into the investment behaviors and financial security of the country's economic elite.
Methodology
The data is collected and calculated by the U.S. Federal Reserve as part of its Survey of Consumer Finances.
Historical Context
Policymakers and market analysts use this trend to assess the financial well-being and investment patterns of high-net-worth individuals.
Key Facts
- The top 1% of U.S. households hold over $3 trillion in annuities.
- Annuities account for about 10% of total assets for the 99th to 99.9th wealth percentiles.
- Annuity holdings have grown by 50% over the past decade among the wealthiest Americans.
FAQs
Q: What does this economic trend measure?
A: This trend measures the total value of annuities held by U.S. households in the 99th to 99.9th wealth percentiles, providing insights into the investment and retirement planning strategies of the nation's wealthiest individuals.
Q: Why is this trend relevant for users or analysts?
A: This data is useful for policymakers, economists, and market analysts to assess the financial well-being and investment behaviors of high-net-worth individuals, which can inform policies and investment strategies.
Q: How is this data collected or calculated?
A: The data is collected and calculated by the U.S. Federal Reserve as part of its Survey of Consumer Finances.
Q: How is this trend used in economic policy?
A: Policymakers and analysts use this trend to understand the investment patterns and financial security of the country's economic elite, which can inform policies related to retirement planning, wealth distribution, and financial regulation.
Q: Are there update delays or limitations?
A: The data is updated every three years as part of the Federal Reserve's Survey of Consumer Finances, so there may be a delay in the most recent information being available.
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Citation
U.S. Federal Reserve, Total Annuities Held by the 99th to 99.9th Wealth Percentiles (WFRBLA99T999), retrieved from FRED.