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US wealth gap between young and old is widest ever

2011-11-08 06:49:58

AP By HOPE YEN - Associated Press

WASHINGTON (AP) The wealth gap between younger and older Americans has

stretched to the widest on record, worsened by a prolonged economic downturn

that has wiped out job opportunities for young adults and saddled them with

housing and college debt.

The typical U.S. household headed by a person age 65 or older has a net worth

47 times greater than a household headed by someone under 35, according to an

analysis of census data released Monday.

While people typically accumulate assets as they age, this wealth gap is now

more than double what it was in 2005 and nearly five times the 10-to-1

disparity a quarter-century ago, after adjusting for inflation.

The analysis reflects the impact of the economic downturn, which has hit young

adults particularly hard. More are pursuing college or advanced degrees, taking

on debt as they wait for the job market to recover. Others are struggling to

pay mortgage costs on homes now worth less than when they were bought in the

housing boom.

The report, coming out before the Nov. 23 deadline for a special congressional

committee to propose $1.2 trillion in budget cuts over 10 years, casts a

spotlight on a government safety net that has buoyed older Americans on Social

Security and Medicare amid wider cuts to education and other programs,

including cash assistance for poor families.

"It makes us wonder whether the extraordinary amount of resources we spend on

retirees and their health care should be at least partially reallocated to

those who are hurting worse than them," said Harry Holzer, a labor economist

and public policy professor at Georgetown University who called the magnitude

of the wealth gap "striking."

The median net worth of households headed by someone 65 or older was $170,494.

That is 42 percent more than in 1984, when the Census Bureau first began

measuring wealth broken down by age. The median net worth for the younger-age

households was $3,662, down by 68 percent from a quarter-century ago, according

to the analysis by the Pew Research Center.

Net worth includes the value of a person's home, possessions and savings

accumulated over the years, including stocks, bank accounts, real estate, cars,

boats or other property, minus any debt such as mortgages, college loans and

credit card bills. Older Americans tend to hold more net worth because they are

more likely to have paid off their mortgages and built up more savings from

salary, stocks and other investments over time. The median is the midpoint, and

thus refers to a typical household.

The 47-to-1 wealth gap between old and young is believed by demographers to be

the highest ever, even predating government records.

In all, 37 percent of younger-age households have a net worth of zero or less,

nearly double the share in 1984. But among households headed by a person 65 or

older, the percentage in that category has been largely unchanged at 8 percent.

While the wealth gap has been widening gradually due to delayed marriage and

increases in single parenting among young adults, the housing bust and

recession have made it significantly worse.

For young adults, the main asset is their home. Their housing wealth dropped 31

percent from 1984, the result of increased debt and falling home values. In

contrast, Americans 65 or older were more likely to have bought homes long

before the housing boom and thus saw a 57 percent gain in housing wealth even

after the bust.

Older Americans are staying in jobs longer, while young adults now face the

highest unemployment since World War II. As a result, the median income of

older-age households since 1967 has grown at four times the rate of those

headed by the under-35 age group.

Social Security benefits account for 55 percent of the annual income for

older-age households, unchanged since 1984. The retirement benefits, which are

indexed for inflation, have been a consistent source of income even as

safety-net benefits for other groups such as low-income students have failed to

keep up with rising costs or begun to fray. The congressional supercommittee

that is proposing budget cuts has been reviewing whether to trim college aid

programs, such as by restricting eligibility or charging students interest on

loans while they are still in school.

Sheldon Danziger, a University of Michigan public policy professor who

specializes in poverty, noted skyrocketing college tuition costs, which come as

many strapped state governments cut support for public universities. Federal

spending on Pell Grants to low-income students has risen somewhat, but covers a

diminishing share of the actual cost of attending college.

"The elderly have a comprehensive safety net that most adults, especially young

adults, lack," Danziger said.

Paul Taylor, director of Pew Social & Demographic Trends and co-author of the

analysis, said the report shows that today's young adults are starting out in

life in a very tough economic position. "If this pattern continues, it will

call into question one of the most basic tenets of the American Dream the

idea that each generation does better than the one that came before," he said.

Other findings:

Households headed by someone under age 35 had their median net worth reduced

by 27 percent in 2009 as a result of unsecured liabilities, mostly a

combination of credit card debt and student loans. No other age group had

anywhere near that level of unsecured liability acting as a drag on net worth;

the next closest was the 35-44 age group, at 10 percent.

Wealth inequality is increasing within all age groups. Among the younger-age

households, those living in debt have grown the fastest while the share of

households with net worth of at least $250,000 edged up slightly to 2 percent.

Among the older-age households, the share of households worth at least $250,000

rose to 20 percent from 8 percent in 1984; those living in debt were largely

unchanged at 8 percent.

On Monday, the Census Bureau planned to release new 2010 figures that will show

a big increase in poverty for Americans 65 or older due to rising out-of-pocket

medical expenses. Currently, about 9 percent of older Americans fall below the

poverty line, based on the official definition put out in September, but that

number did not factor in everyday costs such as health care and commuting.

The new supplemental figures will show poverty to be higher than previously

known for several groups, although they may not fully reflect longer-term

changes. For instance, a recent working paper by the National Bureau of

Economic Research found that U.S. spending on the safety net from 1984 to 2004

shifted notably toward programs benefiting the near-poor rather than the

extreme poor and to the elderly rather than younger adults. That trend, which

has continued since 2004, has led to faster increases in poverty over time for

some of the underserved groups.

Robert Moffitt, a professor of economics at Johns Hopkins University and

co-author the paper, cited a series of cuts in government programs since 1984

for the neediest, including welfare payments to single parents and the

unemployed under the Temporary Assistance for Needy Families program, while

Social Security and Medicare have either been expanded or remained constant.

"Over time, even under a revised poverty measure, the elderly have done

better," he said.

___

Online:

Census Bureau: www.census.gov

Pew: http://pewsocialtrends.org