Transcript Exhibit 1 Half of all Medicare beneficiaries had incomes below $23,500 per person in 2013 1% had incomes above $171,650 5% had incomes above.

Exhibit 1
Half of all Medicare beneficiaries had incomes below
$23,500 per person in 2013
1% had incomes above $171,650
5% had incomes above $93,900
50% had incomes below $23,500
25% had incomes below $14,400
SOURCE: Urban Institute / Kaiser Family Foundation analysis of DYNASIM data 2013.
Exhibit 2
Median per capita income among Medicare beneficiaries
varies by beneficiary characteristics in 2013
Race/ethnicity
Age
Marital Status
$29,150
$27,400
$26,400
$23,550
$23,500
$20,250
$18,000
$17,200
$14,150
Widowed
Divorced
Married
85 or older
75-84
65-74
Under 65
Hispanic
Black
White
Total
$13,300
NOTE: Total household income for couples is split equally between husbands and wives to estimate income for married beneficiaries.
SOURCE: Urban Institute / Kaiser Family Foundation analysis, 2013.
Single
$16,350
$21,050
Exhibit 3
Growth in per capita income is projected to be concentrated
among beneficiaries with higher incomes
Per Capita Total Income (in 2013 dollars)
$120,000
$111,900
95th percentile
$100,000
$80,000
$93,900
$84,100
90th percentile
$69,350
$60,000
75th percentile
$51,000
$23,500
50th percentile (Median)
$28,250
$14,400
25th percentile
$16,400
$41,650
$40,000
$20,000
$0
2013
2015
2017
2020
2022
Year
NOTE: All incomes are adjusted to 2013 dollars.
SOURCE: Urban Institute / Kaiser Family Foundation analysis, 2013.
2025
2027
2030
Exhibit 4
Half of all Medicare beneficiaries had savings below
$61,400 per person in 2013
1% had savings above $3,423,800
5% had savings above $1,112,950
50% had savings below $61,400
25% had savings below $11,300
8% had $0 in savings
or were in debt
SOURCE: Urban Institute / Kaiser Family Foundation analysis of DYNASIM data 2013.
Exhibit 5
Median per capita savings among Medicare beneficiaries
varies by beneficiary characteristics in 2013
Median per capita
savings among all
beneficiaries
Race/ethnicity
Age
$89,500
Marital Status
$85,500
$80,000
$70,300
$61,400
$55,050
$42,000
$37,000
$28,050
$14,950
Black
Hispanic
Under 65
65-74
75-84
85 or older
Married
Divorced
Widowed
Single
% with
92%
savings
Median
among those $75,200
with savings
White
Total
$10,300 $9,300
95%
81%
81%
87%
94%
92%
91%
95%
87%
92%
79%
$99,750 $18,800 $20,750
$37,600 $99,100 $87,300 $50,000
$90,100 $60,200 $68,800 $33,600
NOTE: Total household savings for couples is split equally between husbands and wives to estimate savings for married beneficiaries.
SOURCE: Urban Institute / Kaiser Family Foundation analysis, 2013.
Exhibit 6
Growth in per capita savings is projected to be concentrated
among beneficiaries with more savings
Per Capita Total Savings, among all beneficiaries
(in 2013 dollars)
$1,600,000
$1,470,900
95th
$1,400,000
$1,200,000
percentile
$1,112,950
$1,000,000
$896,550
90th percentile
$800,000
$619,600
$600,000
$400,000
$200,000
$354,100
75th percentile
$234,950
$101,150
50th percentile (Median)
$61,400
$0
2013
2015
2017
2020
2022
Year
NOTE: All savings are adjusted to 2013 dollars.
SOURCE: Urban Institute / Kaiser Family Foundation analysis, 2013.
2025
2027
2030
Exhibit 7
Half of all Medicare beneficiaries had home equity
below $66,700 per person in 2013
1% had home equity above $799,850
5% had home equity above $398,500
50% had home equity below $66,700
25% had home equity below $12,250
21% had $0 in home equity
SOURCE: Urban Institute / Kaiser Family Foundation analysis of DYNASIM data 2013.
Exhibit 8
Median per capita home equity among Medicare
beneficiaries varies by beneficiary characteristics in 2013
Median per capita
home equity among
all beneficiaries
Race/ethnicity
Age
Marital Status
$110,700
$82,300
$78,450
$82,450 $79,300
$67,450
$66,700
$35,800
$22,400
$19,600
$17,900
Black
Hispanic
Under 65
65-74
75-84
85 or older
Married
Divorced
Widowed
Single
% with
79%
home equity
Median
among
$97,650
homeowners
White
Total
$-
83%
65%
60%
63%
83%
81%
79%
88%
61%
82%
36%
$106,100 $52,600 $60,450
$45,900 $106,850 $106,200 $104,450
$80,700 $105,750 $140,050 $92,550
NOTE: Total household home equity for couples is split equally between spouses to estimate home equity for married beneficiaries.
SOURCE: Urban Institute / Kaiser Family Foundation analysis, 2013.
Exhibit 9
Growth in per capita home equity is projected to be
concentrated among beneficiaries with more in home equity
Per Capita Home Equity, among all beneficiaries
(in 2013 dollars)
$571,350
$600,000
95th percentile
$500,000
$398,500
$375,200
$400,000
$300,000
90th
percentile
$280,700
$200,000
$154,650
$100,000
$66,700
75th percentile
$184,700
50th percentile (Median)
$71,700
$0
2013
2015
2017
2020
2022
Year
NOTE: All home equity amounts are adjusted to 2013 dollars.
SOURCE: Urban Institute / Kaiser Family Foundation analysis, 2013.
2025
2027
2030