Total Annuities Held by the 90th to 99th Wealth Percentiles
This dataset tracks total annuities held by the 90th to 99th wealth percentiles over time.
Latest Value
1177652.00
Year-over-Year Change
-5.30%
Date Range
7/1/1989 - 1/1/2025
Summary
This economic trend measures the total annuities held by households in the 90th to 99th wealth percentiles in the United States. Understanding wealth distribution and financial asset holdings is crucial for policymakers and economists analyzing economic inequality.
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
The total annuities held by the 90th to 99th wealth percentiles is an important indicator of financial security and access to retirement savings vehicles among higher-income households. This data provides insights into the wealth composition and retirement preparedness of upper-middle and high-net-worth individuals.
Methodology
The data is collected through the Survey of Consumer Finances, a comprehensive household finance survey conducted by the Federal Reserve.
Historical Context
Policymakers and financial analysts use this trend to assess the financial resilience and retirement security of higher-wealth households.
Key Facts
- The 90th to 99th wealth percentiles hold a significant portion of total U.S. household wealth.
- Annuities provide a reliable stream of income in retirement, complementing other financial assets.
- Trends in annuity holdings can signal changes in retirement planning and financial security among higher-income households.
FAQs
Q: What does this economic trend measure?
A: This trend measures the total value of annuities held by households in the 90th to 99th wealth percentiles in the United States.
Q: Why is this trend relevant for users or analysts?
A: Understanding the annuity holdings of higher-wealth households provides insights into their retirement preparedness and financial resilience, which is crucial for policymakers and economists analyzing economic inequality.
Q: How is this data collected or calculated?
A: The data is collected through the Survey of Consumer Finances, a comprehensive household finance survey conducted by the Federal Reserve.
Q: How is this trend used in economic policy?
A: Policymakers and financial analysts use this trend to assess the financial security and retirement readiness of higher-wealth households, which can inform policy decisions related to retirement savings, taxation, and wealth distribution.
Q: Are there update delays or limitations?
A: The Survey of Consumer Finances is conducted triennially, so there may be a 2-3 year delay in the availability of this data.
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Citation
U.S. Federal Reserve, Total Annuities Held by the 90th to 99th Wealth Percentiles (WFRBLAN09), retrieved from FRED.