Current Awareness in Aging Research (CAAR) Report #259--October 21, 2004


CAAR (Current Awareness in Aging Research) is a weekly email report produced by the Center for Demography of Health and Aging at the University of Wisconsin-Madison that helps researchers keep up to date with the latest developments in the field. For more information, including an archive of back issues and subscription information see:


I. Data:

1. IPUMS: The Integrated Public Use Microdata Samples site at the University of Minnesota posted new versions of the 2000 1% and 5% samples, along with a new version of the 2000-2002 ACS (American Community Survey). For more information, the Oct. 13, 2004 entry at:

2. NLS: The Center for Human Resource Research at the Ohio State University has made the following Labor Department National Longitudinal Study documentation (print only, for fee) available:

DNLS-11/2004: National Longitudinal Surveys, All Cohorts, November 2004

Scroll to title.

3. HRS: The University of Michigan Institute for Social Research Health and Retirement Survey announced Oct. 19: "Master Codes have been added to the codebook information for Core Biennial HRS files. The master code lists are referred to by other areas of the codebook since they are too long to include in the codeframe. Master code lists include such information as Health Conditions, Occupation Codes, Industry Codes, and State and Country Codes."

See Oct. 19, 2004 item.

4. MEPS: "MEPS HC-067H: 2002 Home Health File" (US Agency for Healthcare Research and Quality, Medical Expenditure Panel Survey, October 2004, .zip compressed or self decompressing (.exe) ASCII and SAS transport format, with documentation and SAS programming statements in several formats).

5. Inter-University Consortium for Political and Social Research (ICPSR): ICPSR at the University of Michigan has recently released the following datasets, which may be of interest to researchers in aging. Note: Some ICPSR studies are available only to ICPSR member institutions. To find out whether your organization is a member, and whether or not it supports ICPSR Direct downloading, see:

Current Population Survey: Annual Social and Economic (ASEC) Survey, 2004 (#4090)

For all new additions for the week of Oct. 15-21, 2004 see:

Click on "Recent updates & additions". New additions are marked "new". Other items are updates to already available studies.

II. Reports and articles:

6. UN POPULATION DIVISION MONOGRAPH: _World Population to 2300_ (UN Population Division, Department of Economic and Social Affairs, 2004, .pdf format, 240p.).

7. FDA News Release: "FDA and U.K. Medicines and Healthcare Products Regulatory Agency (MHRA) Working Cooperatively to Address Flu Vaccine Quality at Chiron's U.K. Facility" (US Food and Drug Administration, P04-96, Oct. 13, 2004).

8. GAO REPORT: "Medicare Hospice Care: Modifications to Payment Methodology May Be Warranted" (US Government Accountability Office GAO-05-42, October 2004, .pdf format, 30p.).

Note: This is a temporary address. GAO reports are always available at:


A. "CMS Announces 2.3 Percent Increase In Medicare Home Health Payment Rates" (Oct. 15, 2004).

B. "Letter from the Administrator: GAO Draft Report, Medicare: Appropriate Dispensing Fee Needed for Suppliers of Inhalation Therapy Drugs (GAO-05-72) Oct. 8, 2004, .pdf format, 3p.).

10. ILCUSA REPORT: "ILC Policy Report" (International Longevity Center, USA, October 2004, .pdf format, 6p.). The ILC Policy Report is "a monthly compilation of longevity news and trends in the U.S. and abroad."

11. BOSTON COLLEGE CENTER FOR RETIREMENT RESEARCH ISSUE BRIEFS: "Will Health Care Costs Erode Retirement Security?" by Richard W. Johnson and Rudolph G. Penner (IB# 23, October 2004, .pdf format, 9p.).

12. NASI MEDICARE BRIEF: "The Unique Needs of Medicare Beneficiaries," by Reginald D. Williams II (National Academy of Social Insurance, Medicare Brief No. 10, October 2004, .pdf format, 8p.).

More information about NASI:

13. AARP GLOBAL PERSPECTIVES ARTICLE: "Voter Outreach Central To AARP Election Efforts: Multiple Tactics Target Key Older Voters," by Pam O'Shaughnessy (October 2004).

14. MEPS REPORT: "Restricted-Activity Days in the United States, 1997 AND 2001," by Jeffrey A. Rhoades (US Agency for Healthcare Research and Quality, Medical Expenditure Panel Survey, Research Findings #22, July 2004, HTML and .pdf format, 29p.). "This report from the Agency for Healthcare Research and Quality provides estimates of restricted-activity days for the civilian non-institutionalized population of the United States using data from the 1997 and 2001 Medical Expenditure Panel Survey (MEPS)."


A. "National Academy of Sciences endorses National Institutes of Health plan for enhanced access to research information," by Nicholas R. Cozzarelli, Kenneth R. Fulton, and Diane M. Sullenberger (_Proceedings of the National Academy of Sciences_, Vol. 101, No. 42, Oct. 19, 2004, p. 14991).

B. "Molecular triangulation: Bridging linkage and molecular-network information for identifying candidate genes in Alzheimer's disease," by Michael Krauthammer, Charles A. Kaufmann, T. Conrad Gilliam, and Andrey Rzhetsky (_Proceedings of the National Academy of Sciences_, Vol. 101, No. 42, Oct. 19, 2004, p. 15148-15153).


A. "Seriously ill elderly patients are subjected to futile endoscopies," by Susan Mayor (_British Medical Journal_ News, Vol. 329, No. 7471, Oct. 16, 2004, HTML and .pdf format, p. 873).

B. "Docetaxel prolongs life in men with hormone refractory prostate cancer," by Scott Gottlieb (_British Medical Journal_ News Roundup, Vol. 329, No. 7471, Oct. 16, 2004, p. 877).

C. "Temporal relation between depression and cognitive impairment in old age: prospective population based study," by David J. Vinkers, Jacobijn Gussekloo, Max L. Stek, Rudi G.J. Westendorp, and Roos C. van der Mast (_British Medical Journal_ Vol. 329, No. 7471, Oct. 16, 2004, HTML and .pdf format, 4p.).

D. "Recent developments: Suicide in older people," by Henry O'Connell, Ai-Vyrn Chin, Conal Cunningham, and Brian A. Lawlor (_British Medical Journal_ Clinical Review, Vol. 329, No. 7471, Oct. 16, 2004, HTML and .pdf format, p 859-899).

E. "Managing co-morbidities in patients at the end of life," by James Stevenson, Amy P. Abernethy, Cathy Miller, and David C. Currow (_British Medical Journal_ Education & Debate, Vol. 329, No. 7471, Oct. 16, 2004, HTML and .pdf format, p 909-912).


A. "Financing Medicare in the Next Administration," by Joseph P. Newhouse (_New England Journal of Medicine_, Vol. 351, No. 17, Oct. 21, 2004, p. 1714-1716).

B. "Embryonic Stem-Cell Research -- The Case for Federal Funding," by Jeffrey M. Drazen (_New England Journal of Medicine_, Vol. 351, No. 17, Oct. 21, 2004, HTML and .pdf format, p. 1789-1790). Note: This article is available to the public free of charge.

18. _TIME_ ARTICLE: "No Bones About It," by Alice Park (_Time_, Vol. 164, No. 17, Oct. 25, 2004).,9171,1101041025-725120,00.html

19. _NEWSWEEK_ ARTICLE: "Medicare: Fading Senior Support?" by Debra Rosenberg and Steve Friess (_Newsweek_, Oct. 25, 2004).

20. _US NEWS AND WORLD REPORT_ ARTICLE: "Preserving your portfolio: Baby boomers nearing retirement need to start shifting their investing gears," by Paul J. Lim (_US News and World Report_, Oct. 25, 2004).

21. HRS BIBLIOGRAPHY UPDATE: The University of Michigan Institute for Social Research Health and Retirement Study has recently updated it's bibliography. The bibliography is available at:


Blau, D. M. and Gilleskie, D. B. The Effect of Health on Employment Transitions of Older Men. In: Worker Wellbing in a Changing Labor Market, ed. Solomon Polacheck. Amsterdam: JAI Press, 2001.pp. 35-66.

Chirikos, T. N. Employer Accommodation of Older Workers With Disabilities: Some Empirical Evidence and Policy Lessons. In: Employment, Disability, and the Americans With Disabilities Act: Issues in Law, Public Policy, and Research, ed. P.D. Blanck. Evanston, IL: Northwestern University Press, 2000.pp. 228-257.

Coile, C. and Gruber, J. The Effect of Social Security on Retirement in the United States. In: Social Security Programs and Retirement Around the World, eds. Jonathan Gruber and David Wise. Chicago, IL: University of Chicago Press, 2004.

Kapteyn, A. and Panis, C. Institutions and Saving for Retirement: Comparing the United States, Italy, and the Netherlands. In: Analyses in the Economics of Aging, ed. David Wise. Forthcoming.

Levine, P. B., Mitchell, O. S., and Phillips, J. W. Worklife Determinants of Retirement Income Differentials Between Men and Women. In: Innovations in Financing Retirement, eds. Z. Bodie, B. Hammond, and O.S. Mitchell. Philadelphia, PA: University of Pennsylvania Press, 2002.pp. 50-76.

Lusardi, A. Financial Education and Saving. In: Pension Design and Structure: New Lessons from Behavioral Economics, eds. Mitchell, O. and Utkus, S. Oxford University Press, 2004.

Mitchell, O. S., Phillips, J. W., and Au, A. Lifetime Earnings Variability and Retirement Shortfalls. In: Retirement and Scary Markets, ed. H. Bateman. Edward Elgar, Forthcoming.

Munnell, A. H., Sundén, A., Soto, M., and Taylor, C. The Impact of the Growth of Defined Contribution Plans on Bequests. In: Death and Dollars: The Role of Gifts and Estates in America, eds. Alicia H. Munnell and Annika Sundén. Washington, DC: The Brookings Institution Press, 2003.

Poterba, J. M., Venti, S. F., and Wise, D. A. The Transition to Personal Retirement Accounts and Increasing Retirement Wealth. In: Perspectives on the Economics of Aging, ed. David A. Wise. Chicago, IL: University of Chicago Press, 2004.

Venti, S. F. and Wise, D. A. Aging and Housing Equity. In: Innovations in Retirement Financing, eds. Zvi Bodie, P. Brett Hammond, Olivia S. Mitchell, and S. Zeldes. Philadephia, PA: University of Pennsylvania Press/Pension Research Council, 2002.

Venti, S. F. and Wise, D. A. Aging and Housing Equity: Another Look. In: Perspectives on the Economics of Aging, ed. David A. Wise. Chicago: University of Chicago Press, 2004.

Weinstein, M. and Willis, R. J. Stretching Social Surveys to Include Bioindicators: Possibilities for the Health and Retirement Study, Experience from The Taiwan Study of the Elderly. In: Cells and Surveys: Should Biological Measures Be Included in Social Research?, eds. C.E. Finch, J.W. Vaupel, and K. Kinsella. National Academy Press, 2001.


Bodie, Z., Hammond, P. B., Mitchell, O. S., and Zeldes, S. Innovations in Retirement Financing, Philadelphia, PA: University of Pennsylvania Press, 2002.

Mitchell, O. S., Blitzstein, D., Mazo, J., and Gordon, M. Benefits for the Future Workplace, Philadelphia, PA: University of Pennsylvania Press, 2003.


Berry, B. M., Does Money Buy Better Health? Three essays examining the causes of socioeconomic differentials in health after midlife 2002. University of Michigan.

Chen, J., Part-time Labor Markets for Older Workers 2004. Cornell University.

Cook, C. E., Fall Risk Factors in Older Americans 2003. Texas Tech University.

Dentinger, E., How Do Negative Events Shape the Subsequent Work-Family Life Course? The case of involuntary versus voluntary retirement 2003. Cornell University.

Finnegan, L., Profiles of Self-Rated Health in Midlife Adults with Chronic Illnesses 2003. University of Illinois at Chicago, Health Sciences Center.

Gumus, G., Dynamic Models of the Social Security Disability Insurance Application 2002. Cornell University.

Kang, H., Understanding the Demand for Private Long-term Care Insurance: A study of contributing factors in the insurnace market and public insurance programs 2003. Cornell University.

Khitatrakun, S., Saving, Wealth and Retirement: Evidence from the Health and Retirement Study 2003. The University of Wisconsin-Madison.

Linsenmeier, D. M., Essays in Applied Microeconomics 2003. Princeton University.

McNamara, T. K., The Role of Social Context in the Relationship Between Health and Retirement 2003. Boston College.

Ramoni, J., Compensation Comparisons Between the Public and Private Sectors in the United States: A propensity matching approach 2004. University of South Florida.

Steffick, D. E., Mental Health and Labor Market Outcomes 2002. University of Michigan.

Tunceli, K., A Structural Model of the Effect of Retiree Health Insurance on Early Retirement 2003. The Pennsylvania State University.

Vallone, D. M., Relative Deprivation and Resource Utilization as Explanations for SES Differentials in Adult Morbidity and Mortality 2003. Columbia University.

Webb, A., Savings and Retirement in the New Millennium 2004. University of California, San Diego.

Yun, H., Empirical Investigation of Dissaving Near the End of Life 2003. Columbia University.


Aaronson, D. and French, E., The Effect of Part-Time Work on Wages: Evidence from the Social Security Rules; Journal of Labor Economics, vol. 22, pp. 329-352, 2004.

Benitez-Silva, H., Buchinsky, M., Chan, H.-M., Sheidvasser, S., and Rust, J., How Large is the Bias in Self-Reported Disability?; Applied Econometrics, vol. 2004.

Benitez-Silva, H. and Dwyer, D. S., Expectations Formation of Older Married Couples and the Rational Expectations Hypothesis; Labour, vol. 2004.

Benjamins, M. R. and Brown, C., Religion and Preventative Health Care Utilization Among the Elderly; Social Science and Medicine, vol. 58, pp. 109-118, 2004.

Bernet, P. M., The Influence of Prescription Drug Use on Long-Term Care Insurance Ownership; Risk Management and Insurance Review, vol. 2004.

Campbell, C. and Campbell, C., Are the Impacts of Health Shocks Experienced by the Elderly Cushioned by Socioeconomic Status?; Southwestern Journal of Economics, vol. 6, 2004.

Dunlop, D. D., Lyons, J. S., Manheim, L. M., Song, J., and Chang, R. W., Arthritis and Heart Disease as Risk Factors for Major Depression: The role of functional limitation; Medical Care, vol. 42, pp. 502-511, 2004.

Dushi, I. and Webb, A., Household Annuitization Decisions: Simulations and empirical analyses; Journal of Pension Economics and Finance, vol. 3, 2004.

Ekerdt, D. J., Born to Retire: The Foreshortened Life Course; The Gerontologist, vol. 44, 2004.

Elder, H. W. and Rudolph, P. M., Who Makes the Financial Decisions in the Households of Older Americans; Financial Services Review, vol. 12, 2004.

Even, W. and Macpherson, D. A., When Will the Gender Gap in Retirement Income Narrow? Southern Economic Journal, vol. 71, pp. 182-200, 2004.

Feld, S., Dunkle, R. E., and Schroepfer, T., Race/Ethnicity and Marital Status in IADL Caregiver Networks; Research on Aging, vol. 26, pp. 531-558, 2004.

Freedman, V. A., Aykan, H., Marcotte, J. E., and Wolf, D. A., Disability and Home Care Dynamics Among Unmarried Older Americans; Journals of Gerontology: Social Sciences, vol. 59B, pp. S25-S332004.

Freedman, V. A., Crimmins, E., Schoeni, R. F., Spillman, B. C., Aykan, H., Kramarow, E., Land, K., Lubitz, J., Manton, K., Martin, L. G., Shinberg, D., and Waidmann, T., Resolving Inconsistencies in Trends in Old-Age Disability: Report from a technical working group; Demography, vol. 41, pp. 417-441, 2004.

Gallo, W. T., Bradley, E. H., Falba, T. A., Dubin, J., Cramer, L., and Kasl, S. V., Involuntary Job Loss as a Risk Factor for Subsequent Myocardial Infarction and Stroke: Findings from the Health and Retirement Survey; American Journal of Industrial Medicine, vol. 45, pp. 408-416, 2004.

He, X. and Baker, D. W., Changes in Weight from 1992-2000 Among a Nationally Representative Cohort of Adults Aged 51 to 61 Years; American Journal of Preventive Medicine, vol. 27, pp. 8-15, 2004.

He, X. and Baker, D. W., Body-Mass Index, Physical Activity, and the Risk of Decline in Overall Health and Physical Functioning in Late Middle Age; American Journal of Public Health, vol. 94, pp. 1567-73, 2004.

Holroyd-Leduc, J. M., Mehta, K. M., and Covinsky, K. E., Urinary Incontinence and Its Association with Death, Nursing Home Admission, and Functional Decline; Journal of the American Geriatrics Society, vol. 52, pp. 712-718, 2004.

Jenkins, K. R., Obesity's Effects on the Onset of Functional Impairment Among Older Adults; The Gerontologist, vol. 44, pp. 206-216, 2004.

Johnson, N. E., Nonmetro Residence and Impaired Vision Among Elderly Americans; Journal of Rural Health, vol. 20, pp. 142-50, 2004.

Johnson, R. W., Trends in Job Demands Among Older Workers, 1992-2002; Monthly Labor Review, vol. 127, pp. 48-56, 2004.

Langa, K. M., Valenstein, M., Fendrick, A. M., Kabeto, M., and Vijan, S., Extent and Cost of Informal Caregiving for Older Americans with Symptoms of Depression; American Journal of Psychiatry, vol. 161, pp. 857-863, 2004.

McNamara, P. E. and Lee, N., Long-Term Care Insurance Policy Dropping in the U.S. from 1996 to 2000: Evidence and Implications for Long-Term Care Financing; The Geneva Papers on Risk and Insurance, vol. 29, pp. 641-652, 2004.

McWilliams, J. M., Zaslavsky, A. M., Meara, E., and Ayanian, J. Z., Health Insurance Coverage and Mortality Among the Near-Elderly; Health Affairs, vol. 23, pp. 223-233, 2004.

Ostbye, T. and Taylor, D. H., The Effect of Smoking on Years of Healthy Life (YHL) Lost Among Middle Aged and Older Americans; Health Services Research, vol. 39, pp. 531-52, 2004.

Poterba, J. M., Portfolio Risk and Self-Directed Retirement Saving Programmes; The Economic Journal, vol. 114, pp. C26-C512004.

Siegel, M. J., Bradley, E. H., Gallo, W. T., and Kasl, S. V., The Effect of Spousal Mental and Physical Health on Husbands' and Wives' Depressive Sumptoms, Among Older Adults: Longitudinal Evidence from the Health and Retirement Survey; Journal of Aging and Health, vol. 16, pp. 398-425, 2004.

Szinovacz, M. and Davey, A., Retirement Transitions and Spouse's Disability: Effects on Depressive Symptoms Journals of Gerontology: Social Sciences, vol. In press (Nov. 2004).

Taylor, D. H. and Hoenig, H., The Effect of Equipment Usage and Residential Task Difficulty on Use of Personal Assistance, Days in Bed, and Nursing Home Placement; Journal of the American Geriatrics Society, vol. 52, pp. 72-79, 2004.

Vijan, S., Hayward, R. A., and Langa, K. M., The Impact of Diabetes on Work-force Participation: Results from a National Household Sample; Health Services Research, vol. In Press.

Wray, L. A., Blaum, C. S., Ofstedal, M. B., and Herzog, A. R., Diabetes Diagnosis and Weight Loss in Middle-Aged Adults; Research on Aging, vol. 26, pp. 62-81, 2004.


Benjamins, M.R., Religion and the Use of Female Preventive Services 2004. University of Texas at Austin.

Blau, D.M., Retirement and Consumption in a Life Cycle Model 2004. University of North Carolina, Chapel Hill. Department of Economics.

Coile, C. and Levine, P.B., Bulls, Bears and Retirement Behavior 2004. National Bureau of Economic Research. Cambridge, MA. NBER Working Paper 10779.

Cox, D. and Soldo, B.J., Motivation for Money and Care that Adult Children Provide for Parents: Evidence from "Point Blank" Survey Questions 2004. Center for Retirement Research at Boston College.

Engelhardt, G.V. and Kumar, A., Employer Matching and 401(k) Saving: Evidence from the Health and Retirement Study 2004. Center for Retirement Research at Boston College.

Engen, E.M., Gale, W.G., and Uccello, C.E., Effects of Stock Market Fluctuations on the Adequacy of Retirement Wealth Accumulation 2004. Center for Retirement Research at Boston College.

Engen, E.M., Gale, W.G., and Uccello, C.E., Lifetime Earnings, Social Security Benefits, and the Adequacy of Retirement Wealth Accumulation 2004. Center for Retirement Research at Boston College.

French, E. and Jones, J.B., The Effects of Health Insurance and Self-Insurance on Retirement Behavior 2004. Center for Retirement Research at Boston College.

Johnson, R.W., Burman, L.E., and Kobes, D.I., Annuitized Wealth at Older Ages: Evidence from the Health and Retirement Study 2004. The Urban Institute. Washington, DC.

Maestas, N., Back to Work: Expectations and Realizations of Work after Retirement 2004.

Michaud, P.-C. and Vermeulen, F., A Collective Retirement Model: Identification and estimation in the presence of externalities 2004. Tilburg University, CentER. Tilburg, the Netherlands. CentER Discussion Paper 2004-75.

Munnell, A.H., Meme, K.B., Jivan, N.A., and Cahill, K.E., Should We Raise Social Security's Earliest Eligibility Age? 2004. Center for Retirement Research. Boston College. Center for Retirement Research at Boston College, Issue Brief #18.

Ostermann, J. and Sloan, F.A., The Effect of Heavy Drinking on Social Security Old-Age and Survivors Insurance Contributions and Benefits 2004. University of North Carolina, Chapel Hill.

Scholz, J.K., Seshadri, A., and Khitatrakun, S., Are Americans Saving 'Optimally' for Retirement? 2004. University of Wisconsin-Madison.


III. Working Papers:

22. PENN STATE POPULATION RESEARCH INSTITUTE: "Population Cohorts and Processes of Cognitive Aging," by Duane F. Alwin, Ryan J. McCammon, Willard L. Rodgers and Linda A. Wray (WP 04-08, October 2004, .pdf format, 48p.).


Prior theory and research indicate that the unique formative experiences of birth cohorts can have influences on observed patterns of cognitive aging. Historical processes are implicated, for example, in the fact that cohorts differ markedly in their levels of schooling. This paper examines the role of cohort differences in educational experiences in understanding processes of cognitive aging. Using recent data from the U.S. Health and Retirement Survey based on probability samples of cohorts born from 1904 through 1947 (N = 21,410), we assessed diachronic measures over four biennial observations, from 1996 through 2002, of several survey-based cognitive performance tasks. We applied a set of latent growth curve models to the examination of differences in levels and patterns of change in cognitive functioning within cohorts. Employing both linear and quadratic functional forms, significant differences are found in the cognitive growth patterns of different birth cohorts. Results suggest that the failure to take cohort differences in educational experiences into account in the investigation of patterns of cognitive aging can lead to a biased assessment of levels of cognitive decline in old age. Our discussion addresses the implications of these results for theories of cognitive aging.

23. Maxwell School (Syracuse [New York] University) Center for Policy Research: "Poverty and Income Maintenance in Old Age: A Cross-National View of Low Income Older Women," by Timothy M. Smeeding and Susanna Sandstrom (August 2004, .pdf format, 19p.).


Great strides have been made in reducing poverty amongst the elderly in most rich countries over the past 40 years. But pensioner poverty has not been eradicated, especially in the Anglo-speaking nations. Poverty rates amongst older women are much higher than those for older men and much higher in the United States compared to other nations. In general, poverty rates rise with both age and changes in living arrangements though living alone has a longer effect for women. Poverty rates among older women are highest amongst the divorced, widowed and never married all of whose prevalence within the elder population will rise significantly over the next decades. The challenge is to design systems of retirement benefits that guarantee minimum standards of living for all elderly women while also preserving incentives for self financed retirement.

24. Upjohn Institute: "Work and Retirement Plans among Older Americans," by Katherine G. Abraham and Susan N. Houseman (WP 04-105, July 2004, .pdf format, 36p.).


We compare older workers' plans for work and retirement with their subsequent work and retirement outcomes using panel data from the Health and Retirement Study. Among those with retirement plans, about half indicate they would like to cut back on their work hours or otherwise change the type of work they do prior to, or instead of, fully retiring. Yet, the fraction that follows through on these alternative plans is dramatically lower than the fraction that realizes plans to stop working. Our analysis shows that individuals who likely would need to change jobs in order to reduce their work hours are much less likely to have plans to reduce hours and, conditional on having such plans, are much less likely to follow through on them. Instead, a large fraction of these individuals stop working entirely. Our findings suggest that older workers may face substantial barriers to job change, and we conclude with a discussion of potential policy implications.

More information on Upjohn Institute:

25. Institute for the Study of Labor (IZA) [University of Bonn, Germany]: "Do Pensions Impede Phased Retirement?" by William E. Even and David A. Macpherson (Discussion Paper 1353, October 2004, .pdf format, 34p.).


Many workers reveal a preference for a gradual reduction in work hours as they approach retirement ("phased retirement"), rather than a sudden change from full-time work to full-time retirement. Pension regulations may impede phased retirement without a switch of employers by prohibiting access to pension assets. This study uses Health and Retirement Survey data to investigate the extent to which a gradual reduction in work hours is made difficult by pensions, particularly defined benefit plans. The study also explores other possible impediments to phased retirement.

26. OECD: "Tax treatment of private pension savings in OECD countries and the net tax cost per unit of contribution to tax-favoured schemes," by Kwang-Yeol Yoo and Alain de Serres (Organisation for Economic Co-Operation and Development Economics Department Working Paper 406, October 2004, .pdf and Microsoft Word format, 107p.).


This paper provides, for all OECD countries, an estimate of the net tax cost per currency unit of contribution to a tax-favoured retirement savings plan, using a present-value methodology. The latter takes into account the future flows of revenues foregone on accrued income and of revenues collected on benefit withdrawals corresponding to a unit contribution made in a given year. The net tax cost is first calculated for nine (five-year) age groups, which have different relative income levels and investment time horizons, and is then averaged across age groups. In order to take into consideration the relevant country-specific features of savings taxation, the paper also provides an overview of the tax treatment of private pension arrangements and alternative savings vehicles. The results indicate that the size of tax subsidy varies significantly across countries, ranging from nearly 40 cents per unit of contribution (Czech Republic) to around zero (Mexico, New Zealand). Over half of the OECD countries incur a tax cost of more than 20 cents, but most OECD countries incur at least 10 cents of the net tax cost per unit of contribution. On the basis of contributions made in 2000, this paper finds that, the present-value estimates of overall budgetary cost of tax-favoured private pensions, vary from over 1.7 per cent of GDP (Australia, Ireland, United Kingdom) to less than 0.2 per cent of GDP (Japan, Slovak Republic).

27. WORLD BANK DEVELOPMENT PROGRAMME: "Population Age Structure and the Budget Deficit," by Derek H. C. Chen (Working Paper 3435, October 2004, .pdf format, 39p.).


Chen focuses on the effects of age structure changes on the size of budget deficits of national governments. More specifically, he determines whether differences in age structure can account for the observed differences in budget deficits across countries as well as across time. By way of an extension of the untested theory of negative bequest motives advocated by Cukierman and Meltzer (1989), the author argues that the commonly accepted notion that population aging tends to increase the budget deficits of economies is theoretically consistent. However, preliminary results from country and time fixed-effects panel regressions, estimated from 1975 to 1992 over 55 industrial and developing countries, indicate statistical evidence for this postulation is present only in the developing countries but not in the industrial countries.


IV. Journal Tables of Contents (check your library for availability):

28. The Gerontologist (Vol. 44, No. 5, October 2004). Note: Full electronic text of this journal is available in the ProQuest Research Library. Check your library for the availability of this database and this issue.

29. Journal of the American Geriatrics Society (Vol. 52, No. 10, October 2004).

30. INGENTA Tables of Contents: INGENTA provides fee based document delivery services for selected journals.

A. Point your browser to:

B. click on "browse by publication"
C. Click the "fax/ariel" radio button, type the Journal Name in the "by words in the title" search box and click "search".
D. View the table of contents for the issue noted.

American Sociological Review (Vol. 69, No. 4, August 2004). Note: Full electronic text of this journal is available in the ProQuest Research Library. Check your library for the availability of this database and this issue.

Journal of Adult Development (Vol. 11, No. 4, October 2004).

31. AMEDEO MEDICAL LITERATURE: Note: "AMEDEO has been created to serve the needs of healthcare professionals, including physicians, nurses, pharmacists, administrators, other members of the health professions, and patients and their friends. They can easily access timely, relevant information within their respective fields... All AMEDEO services are free of charge. This policy was made possible thanks to generous unrestricted educational grants provided by AMGEN, Berlex, Eisai, Glaxo Wellcome, Novartis, Pfizer, Roche, and Schering AG."

A. Osteoporosis: Literature for the week of Oct. 20, 2004:

B. Alzheimer's Disease: Literature for the week of Oct. 20, 2004:

C. Parkinson's Disease: Literature for the week of Oct. 20, 2004:

D. Prostate Cancer: Literature for the week of Oct. 20, 2004:

AMADEO Literature Guide:


V. Funding Opportunities:

32. NIH: "Planning Project for Testosterone Trials in Aging Men" (US National Institutes of Health, National Institute on Aging RFA-AG-05-005, Oct. 12, 2004).


VI. Conferences:

33. NASI: "Medicare Modernization in a Polarized Environment: Facing the Challenges," a conference to be held Jan. 27-28, 2005 in Washington, D.C. (conference agenda, Microsoft Word format, 4p.).

More information about NASI:

Jack Solock
Data Librarian--Center for Demography and Ecology
4470 Social Science University of Wisconsin-Madison
Madison, WI 53706