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David Callahan

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Broke Boomers and the Coming Crisis of Elderly Poverty

Posted: 06/19/2012 9:03 am

Most of the coverage last week of the Fed study on household wealth focused on the gigantic financial hit taken by nearly all Americans since 2007. Dig deeper into the report, though, and it makes for even scarier reading, as many of those people losing lots of wealth are older and don't have much time to recover before retiring.

In 2007, near the boom's height, older households (between 55 and 64) had a median net worth of $266,200. That figure included everything -- home equity, savings, 401(k)s, etc. -- and is hardly the kind of money people need to get through their golden years. By 2010, though, the nest eggs of Americans approaching retirement had shrunk dramatically, falling to $179,400 -- a 33 percent drop. The main reason for this, of course, was the collapse of the housing market, with home equity accounting for the lion's share of older Americans' net worth.

Older workers also experienced a drop in earnings, making it harder for them to stash away cash and make up for losses to their net worth. Indeed, barely over half of all families in the 55 to 64 group reported to the Fed that they saved money in 2010. You heard that right: Half of all workers hurtling toward retirement aren't putting away for the future. Yikes.

Another scary finding of the study: Only 60 percent of families, 55 to 64, even have a retirement account where they take advantage of tax breaks for retirement savings. And the median amount of money in such accounts is $100,000.

Of course, that's no surprise to us here at Demos, as we have recently been documenting the many shortcomings of the 401(k) system. Foremost among the faults of 401(k)s is that so many employers don't offer such plans to their workers. Another major problem: most workers don't build up a very big nest egg, even after decades in the labor force thanks to low contribution levels, stock market meltdowns, and loans taken out against their 401(k)s.

Not surprisingly, also, there is a huge disparity in who has access to a 401(k). According to the Fed report, 70 percent of Americans with a college degree have a retirement account -- compared to just 41 percent of those with only a high school diploma. The report shows, moreover, that such coverage for all groups declined somewhat between 2007 and 2010 -- reflecting a broader trend of more employers choosing not to offer 401(k)s.

Beyond the paltry assets of many older Americans, there is also the problem of debt among those in their fifties and early sixties. The Fed report shows that a great many older Americans carry credit card debt -- a worrisome trend that Demos documented a while back in our report, Retiring in the Red. Needless to say, it's not good to be scrambling to pay off your Amex bill when you should be putting away money for retirement.

Again, no big surprises from this data. Just more warning signs that the 401(k) system isn't working and that America is facing an epidemic of elderly poverty in the decades ahead -- a crisis that will make it very difficult to cut the big entitlement programs for seniors, which tends to be the linchpin of most centrist and conservative deficit reduction plans.

Indeed, it's hard to look at the data on how the broke the Baby Boomers are without concluding that Social Security and Medicare are going to have to be more generous, not less, than these programs are today. Strangely, few leaders in Washington seem to be tuned in to this grim reality -- or ready to deal with it.

 
 
 

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HUFFPOST SUPER USER
Kevin byDesign
05:06 PM on 06/23/2012
A big bank housing bubble and 10+ years of unfunded wars is why were are in this trouble. #SS and medicare did not cause our problems. These programs can be retooled for the 21st century. Blaming our problems on illegal immigrants or globalization is missing the point. We ALL need to collectively dig ourselves out of this hole. Yes, that means paying a little more in taxes. (Everyone) Smaller Government should start with: Less War, Less oil subsidies. Less farm subsidies, Less welfare for "People" who don't deserve it; I mean, "Corporate Persons" like General Electric, Exxon Mobile and Wells Fargo.
Many boomers are not going to have a great retirement; that is no reason to think the next generation can't make better decisions.
Look at the last 10 + years: If someone tells you paying less will get us more.. It's a trickle down shell game.
04:45 PM on 06/23/2012
This problem has been building for a long time. Not so long ago, your future was what you made it. The idea of depending on government for housing, food and medical care was absurd. You worked hard, saved and planned for your future on your own. Slowly at first, government started moving into the picture with positive results for the truly handicapped and unfortunate. But, there's nothing more expansionist than a government program. Today it has grown to the point that huge numbers of healthy adults are wholly dependent upon government. Government housing, welfare, medicare, food stamps etc. Personal responsibility has slowly been replaced by a total dependence upon government for everyday existence. Don't worry about tomorrow, the government will provide! And that's the worst part, many have given up on even trying to provide for themselves. I seriously doubt that some were ever taught that ethic in the first place. With deficits of over a trillion dollars every year, even Mr. Benanke tells us such policies are unsustainable. It makes me wonder what will happen when the well inevitably runs dry. The news from Europe does not bode in that regard.
04:08 PM on 06/23/2012
When you save and invest for your future only to find it gone into CEO's and Wall Streets pockets. You may very well find yourself depending on social security through no fault of your own. Remember, Congress controls the market with thier inside trading rights, the same thing we would and some have gone to prison for. This must come to an end. Representing your country should not become away for someone to become wealthy. We must get to citizens representation. Don't care what political party you support, both are ripping us off and controlling our destiny to thier own profits.
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HUFFPOST SUPER USER
Cal Orey
Author-Intuitive
04:06 PM on 06/23/2012
True. So, what to do? Self-reliance. Countless boomers cannot save for retirement because they are working hard to stay afloat with rent/mortgage, food, health insurance, and other expenses. First and foremost--stay healthy and live each day as though it was your last! Yes, eat right, exercise, get/stay fit! We are the generation that valued friendship, love, peace, and youth. We rebelled against the establishment. Eating rice, veggies, hitchhiking across America and loving the outdoors were things that brought me joy and a sense of freedom--not financial security. I'm not saying go back to the post-hippie seventies--but money/social security/retirement aren't necessarily the keys to everlasting happiness.
03:48 PM on 06/23/2012
I am sixty-two, work two jobs, have had four surgeries in less than a year plus a broken collar bone. I need to get my health back so I can work till I drop. After all, that's what they want isn't it?????
03:46 PM on 06/23/2012
Coming? What kind of BS is this? The crisis is upon us. And there is no hope on the horizon because of Republican control.
HUFFPOST SUPER USER
lastnightwasgreat
03:36 PM on 06/23/2012
As I read the various posts the majority of them put the blame on the side they are against. That's the major problem here. Very simple POLITICS is the problem. Both sides are the problem. Yet you find fault with the side your against as if your particular party is not at fault. Every single problem, we as Americans, face is correctable. The reason the issues don't get resolved is the politicians and us. We play into the blame game. We defind our side even when we know they are residing talking points. Instead of us demanding things get done in Washington we go along with the talking points. Until the American citizen, (we, us, they and them, do something about it, demand politicians do their jobs, we will be stuck in this gridlock that is Washington Politics. Fighting for your side yet nothing getting done.
LTTR136
Better to err on the side of caution.
03:26 PM on 06/23/2012
Did someone just wake up?

When the government takes something away from one group to give to another group, this is the result. The goal for our retirement was not some grandiose scheme to live the life style of the rich and famous. We were hoping to be able to take a few modest trips and go out to dinner or spend some time with our friends. The main goal was to make our money last until we died so that we wouldn't become a burden to our children or the government.

Now it looks as though we may have to start robbing banks, and get arrested so we can get medical care, 3 hots and a cot from the prison system.
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HUFFPOST SUPER USER
jimmyaj
I don't need no micro-bio...
03:22 PM on 06/23/2012
Welcome to the real Reagan Revolution.
03:17 PM on 06/23/2012
The Paul Ryan plan condemns those under 55 that are not aggressively saving to death. Read the plan, but don't bother writing him unless you live in his district, he won't read it. But he endorsed Romney, so write Romney. Not only is he going to eliminate Medicare that was promised to us, and we paid into for the last 30 years (me); but in addition, it will cut your SSI to boot. His "voucher" program would not buy you an equivalent plan today, much less at 65! With the candidates out there now, it is looking very, very bleak. We must write all our Senators and our Representative now! Don't wait, Don't say my letter doesn't matter, IT DOES! Because most Americans are apathetic, few people write so just one letter counts as if 5,000 people wrote voicing the same opinion. WRITE, WRITE, WRITE!!!
Go to www.house.gov and enter your zip code, that will get you to your representative, click on the letter icon and start writing, it's just that easy. Then go to Senate.gov and enter your state in the upper right top of the screen, your senators will come up, write them. IT MATTERS, BE PART OF THE SOLUTION!
03:12 PM on 06/23/2012
Bu$h removed energy and food from the consumer price index which is what is used as a guage in inflation...why....so that people would be fooled into believing that inflation was low when it was growing faster than his pinocchio sized nose...up to about 12% or more in reality.
HUFFPOST SUPER USER
marine1942
02:44 PM on 06/23/2012
How's that Hope and Change ?
Hussien fooled you once: gona let him do it again ?
HUFFPOST SUPER USER
meanlady21
04:00 PM on 06/23/2012
No BUSH and his band of thieves fooled, ripped off and pocketed what little money people saved. Oh the good old boy system is still working.
02:31 PM on 06/23/2012
"Indeed, it's hard to look at the data on how the broke the Baby Boomers are without concluding that Social Security and Medicare are going to have to be more generous, not less, than these programs are today."

I'm a boomer, but always lived well under my modest income. But the only way SS and Medicare can be more generous is to have those working now put more into these taxes (FICA, etc.). And I don't see the current labor force very willing (understandably) to do that.
02:27 PM on 06/23/2012
...and Obama wants to raise the Estate-Death TAX to 55%. Hope and change, Lies and deceptions.
Suckers!
03:15 PM on 06/23/2012
You forgot the details....that is for estates that are valued in the millions....not the little persons estate tax. You are the sucker for believing the propaganda that is causing this horrible economy and for backing fiscally irresponsible in political office ie: Bu$h and R money. People like R money would have to pay more on his estate taxes...not the little guy who is carrying the burden put on them by the Repuklicants and Bu$hit!
03:48 PM on 06/23/2012
Obama does not want ot raise estate taxes. Where did you get that eroneous information? Or are you a paid flunkie for the Kochs who will pay no income tax ever on their vast estate. Ditto all of the 1%. If you have any money or property, and you expect to pay any estate tax, you lack a good estate attorney. Get one. Make sure whatever your net worth is it gets to your hiers, not the nuts in Congress from both parties.
02:22 PM on 06/23/2012
My husband and I are in our late sixties. We both worked hard, raised a family. My youngest son developed heart problems in his teens, I had to stop working to take care of his needs. In his mid fifties my husband found out he had cancer, continued to work while having treatment. Five years later my husband lost his job, the same time we found out his cancer had returned. We used up most of our savings helping our son and paying my husband's medical bills. We now survive on our social security, I work part time. My husband has never smoked, ate well, exercised, cancer doesn't care. We have Medicare, but our premiums are $600 a month. We lost our home, and just survive each month, yet I think we tried to do everything right. We worked hard and saved for our retirement, unfortunately fate stepped in. We didn't steal from anyone and paid our taxes, but I guess this country feels when folks reach a certain age they should be put to death because they might become a border to society. How sad.
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mackbolan
Libertas inaestimabilis res est
03:01 PM on 06/23/2012
one problem is that social security was never designed to support people for 40 years...think about it..if a person retires at 65 there is more than good chance they are going to draw against the government for at least 20 years and as much as 40 years...what country can afford to pay 100,000,000 people a thousand dollars a month for 40 years for doing nothing...
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03:44 PM on 06/23/2012
you are exactly the people our system of government should be helping! but instead our esteemed congress would rather buy votes from the masses who pay no income taxes and think they are entitled to our tax dollars. i choose to help you over them! are you listening congress?