CDHA CAAR

January 24, 2022

CAAR – National Bureau of Economic Research Working Paper – January 24, 2022

Filed under: Working Papers — Tags: , — admin @ 6:23 pm

Links to an abstract are available. For full text availability check your organization’s library. “Long-Term Care Insurance Financing Using Home Equity Release: Evidence from an Online Experimental Survey,” by Katja Hanewald, Hazel Bateman, Hanming Fang, and Tin Long Ho (w29689, January 2022, .pdf format, 36p.).

www.nber.org/papers/w29689

June 29, 2020

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – June 29, 2020

Filed under: Working Papers — Tags: , — admin @ 5:28 pm

Property Tax Deferral: Can a Public/Private Partnership Help Provide Lifetime Income?” by Alicia H. Munnell, Wenliang Hou, and Abigail N. Walters (WP2020-10, June 2020, .pdf format, 38p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/679/

March 31, 2020

CAAR – Center for Retirement Research at Boston College Working Papers – March 31, 2020

Filed under: Working Papers — Tags: , , , — admin @ 3:14 pm

A. “Are Older Nontraditional Workers Able to Find Health and Retirement Coverage?” by Matthew S. Rutledge (WP No. 2020-9, March 2020, .pdf and Excel format, 31p.). Note: Links to the abstract and the full text of this paper available at:

crr.bc.edu/working-papers/are-older-nontraditional-workers-able-to-find-health-and-retirement-coverage/

B. “Employer Perceptions of Older Workers – Surveys from 2019 and 2006,” by Alicia H. Munnell and Gal Wettstein (WP No. 2020-8, March 2020, .pdf and Excel format, 42p.). Note: Links to the abstract and the full text of this paper available at:

crr.bc.edu/working-papers/employer-perceptions-of-older-workers-surveys-from-2019-and-2006/

C. “Are Homeownership Patterns Stable Enough to Tap Home Equity?” by Alicia H. Munnell, Abigail N. Walters, Anek Belbase and Wenliang Hou (WP No. 2020-7, January 2020, .pdf and Excel format, 23p.). Note: Links to the abstract and the full text of this paper available at:

crr.bc.edu/working-papers/are-homeownership-patterns-stable-enough-to-tap-home-equity/

February 6, 2020

CAAR – Center for Retirement Research at Boston College Issue Brief – February 6, 2020

Filed under: Reports and Articles — Tags: , — admin @ 5:35 pm

Are Homeownership Patterns Stable Enough to Tap Home Equity?” by Alicia H. Munnell, Abigail N. Walters, Anek Belbase and Wenliang Hou (IB No. 20-3, February 2020, .pdf and Excel format, 7p.).

crr.bc.edu/briefs/are-homeownership-patterns-stable-enough-to-tap-home-equity-2/

October 28, 2019

CAAR – Brookings Institution Reports – October 28, 2019

Filed under: Reports and Articles — Tags: , — admin @ 5:57 pm

A. “The unfulfilled promise of reverse mortgages: Can a better market improve retirement security?” by Martin Neil Baily, Benjamin H. Harris, and Ting Wang (October 2019, .pdf format, 28p.).

www.brookings.edu/research/the-unfulfilled-promise-of-reverse-mortgages-can-a-better-market-improve-retirement-security/

B. “Annuity-enhanced reverse mortgage loans,” by Thomas Davidoff (October 2019, .pdf format, 23p.).

www.brookings.edu/research/annuity-enhanced-reverse-mortgage-loans/

C. “Unlocking housing wealth for older Americans: Strategies to improve reverse mortgages,” by Stephanie Moulton and Donald Haurin (October 2019, .pdf format, 32p.).

www.brookings.edu/research/unlocking-housing-wealth-for-older-americans-strategies-to-improve-reverse-mortgages/

January 3, 2018

CAAR – Society of Actuaries Report – January 3, 2017

Filed under: Reports and Articles — Tags: , , , — admin @ 4:28 pm

Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity,” by Wade Pfau, Joe Tomlinson, and Steve Vernon (November 2017, .pdf format, 146p.).

www.soa.org/research-reports/2017/2017-optimize-retire-income-plans-iras-equity/

May 23, 2017

CAAR – Employee Benefit Research Institute Periodical – May 23, 2017

Filed under: Reports and Articles — Tags: , — admin @ 5:05 pm

EBRI Notes (Vol. 38, No. 7, May 2017, .pdf format, 16p.). Note: The title of this issue is “Importance of Individual Account Retirement Plans and Home Equity in Family Total Wealth,” by Craig Copeland.

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3454

April 7, 2017

CAAR – Center for Retirement Research at Boston College Issue Brief – April 7, 2017

Filed under: Reports and Articles — Tags: — admin @ 4:35 pm

Is Home Equity an Underutilized Retirement Asset?” by Steven A. Sass (IB No. 17-6, March 2017, .pdf format, 9p.).

crr.bc.edu/briefs/is-home-equity-an-underutilized-retirement-asset/

March 2, 2017

CAAR – Urban Institute Report – March 2, 2017

Filed under: Reports and Articles — Tags: — admin @ 5:23 pm

Seniors’ Access to Home Equity: Identifying Existing Mechanisms and Impediments to Broader Adoption,” by Karan Kaul and Laurie Goodman (February 2017, .pdf format, 48p.).

www.urban.org/research/publication/seniors-access-home-equity

November 3, 2016

CAAR – Urban Institute Report – November 3, 2016

Filed under: Reports and Articles — Tags: — admin @ 4:50 pm

Home Equity Patterns among Older American Households,” by Barbara Butrica and Stipica Mudrazija (October 2016, .pdf format, 25p.).

www.urban.org/research/publication/home-equity-patterns-among-older-american-households

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