this post was submitted on 02 Apr 2024
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The number of US workers in the labor market over the age of 75 is expected to nearly double over the next decade, creating a looming retirement crisis.

Retirement savings in the United States were long thought of as a three-legged stool. Americans had pension plans, Social Security benefits, and defined contribution plans like the 401(k). Not anymore.

Pension plans are nearly extinct. About half of private sector workers were covered by those so-called defined-benefit plans in the mid-1980s, but by 2022 only 15% of private sector workers had them.

Social Security payments still provide about 90% of income for more than a quarter of older adults, according to Social Security Agency surveys. But the Social Security trust fund is facing a 75-year deficit, and without intervention it will be depleted by the mid-2030s, meaning that only a portion of retirees’ expected benefits will be paid out. Lawmakers have faced a decades-long political stalemate on how to fix it.

What’s left is the 401(k), which 68% of private industry workers have access to, but only 50% use.

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[–] [email protected] 15 points 7 months ago (6 children)

I hate 401k. I don't want my money largely tied to the stock market. I don't want it there. Period.

[–] [email protected] 13 points 7 months ago (2 children)

You could put your 401k money in a money-market fund or something like that. It doesn't have to be invested in the stock market.

Also, if you're young, and you've got extra dough, do yourself a favor and start a Roth IRA. They are amazing.

[–] [email protected] 6 points 7 months ago (1 children)

I second the Roth, there is a much lower yearly cap (around $7k). But you've already paid the taxes on it and can withdraw it tax free down the line!

[–] [email protected] 1 points 7 months ago (1 children)

It's definitely good to diversify, but these really only pay off if you expect to be in a higher tax bracket during retirement (you make $60k/yr at your job now but expect to withdraw $150k/yr during retirement). With a 401k it's the reverse, where you expect to be making less per year during retirement, which is probably more applicable for most people.

[–] [email protected] 1 points 7 months ago (1 children)

Thats not totally true. The import thing about a Roth is that the earnings grow tax free. That's great even if you're withdrawing less in retirement as long as there was growth in your Roth between when you contributed and when you start withdrawing. If you plan to withdraw your Roth in the next couple of years then yeah probably not worth as much, if you have a couple decades before you plan to retire? That may be a different story.

[–] [email protected] 1 points 7 months ago

But you're contributing less because the contributions have already had ~20% or more taken out in taxes at a period when it's worth 'the most' with respect to future inflation.

[–] [email protected] 2 points 7 months ago (1 children)

Employer sponsored 401k plans usually don't give that much choice in how you allocate the money.

That being said our whole economy is tied to the stock market, in my opinion to the point it's "too big to fail" (at least catastrophically). Betting against it on the order of decades would be a very bad idea as our whole economy relies on inflation of the dollar.

[–] [email protected] 1 points 7 months ago

Employer sponsored 401k plans usually don’t give that much choice in how you allocate the money.

401k plans aren't usually the place to do exotic investing. Most offer at least one fund matching the S&P 500 or total stock market, another covering the total bond market, then usually a mix of small cap, mid cap, growth, and income funds.

Realistically you only need some funds moderately solid in your 401k while you're employed there. As soon as you change jobs, you can roll it over to your own IRA where you have much more control.

That being said our whole economy is tied to the stock market, in my opinion to the point it’s “too big to fail” (at least catastrophically).

It isn't that those companies are publicly traded in the stock market that makes them "too big too fail" all at the same time, its that the stock market also overlaps with the huge majority of GDP generating commerce in the USA. If the stock market is failing (the whole thing at the same time) then the US economy is failing.

[–] [email protected] 1 points 7 months ago (1 children)

401k means the money is yours. Put it where you want it. It’s not a good choice to avoid the stock market for such a long term investment, but all investment and savings options are by possible so do whatever you want

[–] [email protected] 7 points 7 months ago (1 children)

Ok but we want social security so all of us have a communal retirement fund guaranteed by one of the most powerful governments on the planet. Socialized insurance against old age.

[–] [email protected] 2 points 7 months ago

Oh, ok, I was assuming that as a starting point. Our elected leaders may only focus on short term and hot button issues, but social security should be a given. Fixing it ahead of time is the best/easiest, but you know they won’t until they have to

While it’s true that industry saw the transition to 401k as a chance to save money and leave us worse off, there are advantages. Compared to pensions:

  • Owning our own money is a good thing. We control it almost from the beginning, instead of trusting a pension provider
  • We take it with us, even from relatively short jobs, instead of being locked into one employer for life
  • and yes, we can choose our investments. Over the decades we should be accumulating retirement money, stocks have always outperformed (obviously not true as you get shorter term).
[–] [email protected] 1 points 7 months ago (1 children)

I don’t want my money largely tied to the stock market. I don’t want it there. Period.

The reason most choose the stock market is the higher returns, which is critical to combating losses from inflation. May I ask what method you're employing to increase returns on your savings or are you simply accepting the loss of value of your saving to inflation? No judgment, I'm just curious.

[–] [email protected] 2 points 7 months ago (1 children)

People don't understand finances here judging by the vote tallies.

Yes the stock market is bullshit but you're still earning more money there than you would anywhere else. You're not going to be retiring off of cash under your mattress or with it earning 0.05% in your Bank of America savings account. With those options, your money is worth less and less each year due to inflation. It's the same reason why you used to be able to buy a house for $5,000 but instead you're expecting that $5,000 to be enough to retire with in 30-50 years.

[–] [email protected] 1 points 7 months ago

People don’t understand finances here judging by the vote tallies.

Yes the stock market is bullshit but you’re still earning more money there than you would anywhere else. You’re not going to be retiring off of cash under your mattress or with it earning 0.05% in your Bank of America savings account.

I'm keeping an open mind. Perhaps the poster holding that view of "no stock market" can indeed live on mattress or 5% HYSA interest. Maybe they are planning on retiring in another country with far lower cost of living, and the risk of exposure to equities isn't worth it to them. For retiring in the USA however, I don't know of other ways to grow your saving enough to beat inflation to retire on at a lifestyle resembling that of the working years earning the principcal.

[–] [email protected] 0 points 7 months ago

What is your other idea? Pension plan, where your company invests the stock into themselves or for you and when they fail you have nothing? A much more robust social security (that money is also invested) where you have to trust the government to pay you, and can change your retirement income at a whim? Work a job until you die?

I'm not saying 401k is a good choice either, but what is the ideal solution?