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Retirement Income Market Is Shrinking


September 17, 2012 --- The annual snapshot of U.S. household finances from Hearts & Wallets reveals a prolonged negative impact on retirees as a result of low interest rates.  ---

“Retirees are working longer and reducing income drawn from assets because of very low interest rates resulting from ongoing government policy and uncertain equity markets,” said Chris Brown, principal at the retirement and savings research firm. “These factors impact the retirement income market. We’ve revised our 2020 projections downward as a result.” 

Hearts & Wallets projects a retirement income market in 2020 of between 14% and 24% of all U.S. household investable assets, lower than the 20% to 30% projections made last year. 

“With interest rates at unprecedented lows and political pressure to keep them low or lower further, some firms may want to change the definition of the retirement income market as assets being used to draw 4% or more of income to 3% or more,” said Laura Varas, Hearts & Wallets partner. 

The projection is based on the behavior of retirees without pensions. In 2012, 45% of nonpensioner assets are being drawn for income at 4% or more, down from the 50% to 60% rate in 2006 and 2008. 

Less affluent households, which seem to be generating virtually no income or taking unsustained income, may be more affected. Wealthier households are more successful at taking moderate income. For households with $100,000 to $250,000, 35% of assets generate virtually nothing, and 20% are withdrawing an unsustainable 9% or more in income. Only 21% of wealthier households generate almost no income, and very few take more than 7%. 

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