Total Annuities Held by the 50th to 90th Wealth Percentiles
WFRBLAN40 • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
1,088,953.00
Year-over-Year Change
7.94%
Date Range
7/1/1989 - 1/1/2025
Summary
This economic trend measures total annuities held by U.S. households in the 50th to 90th wealth percentiles. It provides insight into retirement savings and financial security across the middle class.
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 50th to 90th wealth percentiles is an important indicator of retirement preparedness and financial resilience within the middle class. Annuities represent a key income source for many retirees, and this metric offers a window into the overall state of middle-class savings.
Methodology
The data is collected through the Federal Reserve's Survey of Consumer Finances.
Historical Context
This trend is closely monitored by policymakers, financial institutions, and economic analysts to assess the financial health and retirement security of the middle class.
Key Facts
- Annuities represent a major source of income for many retirees.
- The 50th to 90th wealth percentiles encompass the U.S. middle class.
- Trends in middle-class annuity holdings signal broader financial security.
FAQs
Q: What does this economic trend measure?
A: This trend measures the total value of annuities held by U.S. households in the 50th to 90th wealth percentiles, providing insight into retirement savings and financial security within the middle class.
Q: Why is this trend relevant for users or analysts?
A: This trend is important for understanding the overall financial health and retirement preparedness of the middle class, which is a key demographic for policymakers and financial institutions.
Q: How is this data collected or calculated?
A: The data is collected through the Federal Reserve's Survey of Consumer Finances.
Q: How is this trend used in economic policy?
A: Trends in middle-class annuity holdings are closely monitored by policymakers, financial institutions, and economic analysts to assess the financial security and retirement readiness of the middle class.
Q: Are there update delays or limitations?
A: The Survey of Consumer Finances is conducted every three years, so there may be a delay in the availability of the most recent data.
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Citation
U.S. Federal Reserve, Total Annuities Held by the 50th to 90th Wealth Percentiles (WFRBLAN40), retrieved from FRED.