“Slipping between the cracks? Retirement income prospects for Generation X,” by Sophia Dimitriadis, Patrick Swain and Professor Les Mayhew (March 2021, .pdf format, 102p.).
March 8, 2021
CAAR – International Longevity Centre [UK] Report – March 7, 2021
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January 21, 2021
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical, Working Paper – January 21, 2021
A. SSI Monthly Statistics, December 2020 (January 2021, .pdf and Excel format, 10p.).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2020-12/index.html
B. “Improving the Measurement of Retirement Income of the Aged Population,” by Irena Dushi and Brad Trenkamp (ORES Working Paper No. 116, January 2021, .pdf and HTML format, 29p.). Note: A link to the abstract and the full-text of this paper is available at:
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January 7, 2021
CAAR – Pew Charitable Trusts Brief – January 7, 2021
“How Measuring Replacement Income Can Aid Assessment of Public Pension Plans,” by David Draine (January 2021, .pdf format, 8p.).
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November 12, 2020
CAAR – Center for Retirement Research at Boston College Working Papers – November 12, 2020
A. “How Much Taxes Will Retirees Owe on Their Retirement Income?” by Anqi Chen and Alicia H. Munnell (WP No. 2020-16, November 2020, .pdf and Excel format, 24p.). Note: A link to the abstract and the full-text of this paper is available at:
crr.bc.edu/working-papers/how-much-taxes-will-retirees-owe-on-their-retirement-income/
B. “A Behavioral Economics Assessment of SSDI Earnings Reporting Documents,” by Denise Hoffman, Jonah Deutsch and Britta Seifert (WP No. 2020-15, November 2020, .pdf and Excel format, 31p.). Note: A link to the abstract and the full-text of this paper is available at:
crr.bc.edu/working-papers/a-behavioral-economics-assessment-of-ssdi-earnings-reporting-documents/
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October 30, 2020
CAAR – US Congressional Budget Office Reports – October 30, 2020
A. “Vietnam Veterans’ Income in Retirement,” (October 2020, .pdf and HTML format, 31p.).
B. “A Review of CBO’s Estimate of Spending From the Department of Defense’s Medicare-Eligible Retiree Health Care Fund,” (October 2020, .pdf and HTML format, 16p.).
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October 15, 2020
CAAR – Brookings Institution Reports – October 15, 2020
A. “A retirement dashboard for the United States,” by David C. John, Grace Enda, William G. Gale, and J. Mark Iwry (October 2020, .pdf format, 47p.).
www.brookings.edu/research/a-retirement-dashboard-for-the-united-states/
B. “Retirement tontines: Using a classical finance mechanism as an alternative source of retirement income,” by J. Mark Iwry, Claire Haldeman, William G. Gale, and David C. John (October 2020, .pdf format, 40p.).
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October 12, 2020
CAAR – Commonwealth Fund Issue Brief – October 12, 2020
“COVID-19’s Impact on Older Workers: Employment, Income, and Medicare Spending,” by Gretchen Jacobson, Judith Feder, and David C. Radley (October 2020, .pdf and HTML format, 9p.).
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April 22, 2020
CAAR – Employee Benefits Research Institute Issue Brief – April 22, 2020
“Impact of the COVID-19 Pandemic on Retirement Income Adequacy: Evidence From EBRI’s Retirement Security Projection Model,” by Jack VanDerhei (April 2020, .pdf format, 27p.).
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February 14, 2020
CAAR – Center on Global Demography of Aging [Harvard University] Working Paper – February 14, 2020
“Going Beyond GDP with a Parsimonious Indicator: Inequality-Adjusted Healthy Lifetime Income,” by David E. Bloom, Victoria Y. Fan, Vadim Kufenko, Osondu Ogbuoji, Klaus Prettner, and Gavin Yamey (PGDA Working Paper No. 182, December 2019, .pdf format, 15p.).
cdn1.sph.harvard.edu/wp-content/uploads/sites/1288/2020/02/182_Going-beyond-GDP_2019.pdf
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February 11, 2020
CAAR – National Institute on Ageing [Ryerson University] Report – February 11, 2020
“Improving Canada’s Retirement Income System,” by Keith Ambachtsheer and Michael Nicin (February 2020, .pdf format, 27p.).
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January 21, 2020
CAAR – National Seniors Australia Report – January 21, 2020
“Retirement income worry: Who worries and why?” (January 2020, .pdf format, 31p.).
nationalseniors.com.au/research/retirement/retirement-income-worry-who-worries-and-why
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November 22, 2019
CAAR – Australian Treasury Report – November 22, 2019
“Retirement Income Review: Consultation Paper,” (November 2019, .pdf and Word format, 31p.).
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October 9, 2019
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – October 9, 2019
A. “How Much Should the Poor Save for Retirement? Data and Simulations on Retirement Income Adequacy Among Low-Earning Households,” by Andrew G. Biggs (wp2019-15, May 2019, .pdf format, 29p.). Note: Links to the abstract and the full text of this paper available at:
repository.upenn.edu/prc_papers/537/
B. “Financial Well-being of State and Local Government Retirees in North Carolina,” by Robert L. Clark and Siyan Liu (WP2019-16, May 2019, .pdf format, 34p.). Note: Links to the abstract and the full text of this paper available at:
repository.upenn.edu/prc_papers/538/
C. “Household Debt and Aging in Japan,” by Charles Yuji Horioka and Yoko Niimi (WP2019-17, May 2019, .pdf format, 32p.). Note: Links to the abstract and the full text of this paper available at:
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September 9, 2019
CAAR – US Government Accountability Office Report – September 9, 2019
“Retirement Security: Income and Wealth Disparities Continue through Old Age,” (GAO-19-587, August 2019, .pdf format, 131p.).
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August 22, 2019
CAAR – UK Office for National Statistics Article – August 22, 2019
“Generational income: The effects of taxes and benefits,” (August 2019, .pdf and HTML format, 12p.).
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May 23, 2019
CAAR – Journal of the American Medical Association Article Abstract – May 23, 2019
“Association of Household Income With Life Expectancy and Cause-Specific Mortality in Norway, 2005-2015,” by Jonas Minet Kinge, Jorgen Heibo Modalsli, Simon Overland, Hakon Kristian Gjessing, Mette Christophersen Tollanes, Ann Kristin Knudsen, Vegard Skirbekk, Bjorn Heine Strand, Siri Eldevik Haberg, and Stein Emil Vollset (Vol. 321, No. 19, May 21, 2019, p. 1916-1925).
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April 10, 2019
CAAR – Urban Institute/Peter G. Peterson Foundation Working Papers – April 10, 2019
A. “College Premium and Its Impact on Racial and Gender Differentials in Earnings and Future Old-age Income,” by Damir Cosic (April 2019, .pdf format, 23p.). Note: Links to the abstract and the full text of this paper available at:
B. “Retirement Security in 2050: Future Outcomes for GenX and Early Millennial Retirees,” by Barbara Butrica (April 2019, .pdf format, 70p.). Note: Links to the abstract and the full text of this paper available at:
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April 4, 2019
CAAR – Brookings Institution Event – April 4, 2019
“Can retirement plans provide safe income?” (April 18, 2019, Washington, DC). Note: The event will feature a presentation by Richard Thaler.
www.brookings.edu/events/can-retirement-plans-provide-safe-income/
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April 1, 2019
CAAR – UK Department of Work and Pensions Report – April 1, 2019
“Pensioners’ incomes series: financial year 2017 to 2018,” (March 2019, .pdf format, 11p.).
www.gov.uk/government/statistics/pensioners-incomes-series-financial-year-2017-to-2018
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November 15, 2018
CAAR – Center for Retirement Research at Boston College Issue Brief – November 15, 2018
“How Much Income Do Retirees Actually Have?” by Anqi Chen, Alicia H. Munnell, and Geoffrey T. Sanzenbacher (IB No. 18-20, November 2018, .pdf and Excel format, 8p.).
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November 13, 2018
CAAR – Proceedings of the National Academy of Sciences Article Abstracts – November 13, 2018
A. “Role of income mobility for the measurement of inequality in life expectancy,” by Claus Thustrup Kreiner, Torben Heien Nielsen, and Benjamin Ly Serena (Vol. 115, No. 46, November 13, 2018, p. 11754-11759).
www.pnas.org/content/115/46/11754
B. “Bifunctional amyloid-reactive peptide promotes binding of antibody 11-1F4 to diverse amyloid types and enhances therapeutic efficacy,” by Jonathan S. Wall, Angela D. Williams, James S. Foster, Tina Richey, Alan Stuckey, Sallie Macy, Craig Wooliver, Shawn R. Campagna, Eric D. Tague, Abigail T. Farmer, Ronald H. Lands, Emily B. Martin, R. Eric Heidel, and Stephen J. Kennel (Vol. 115, No. 46, November 13, 2018, p. E10839-E10848).
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November 7, 2018
CAAR – Center for Retirement Research at Boston College Working Paper – November 7, 2018
“How Much Income Do Retirees Actually Have? Evaluating the Evidence from Five National Datasets,” by Anqi Chen, Alicia H. Munnell, and Geoffrey T. Sanzenbacher (WP No. 2018-14, November 2018, .pdf and Excel format, 21p.). Note: Links to the abstract and the full text of the paper available at:
How Much Income Do Retirees Actually Have? Evaluating the Evidence from Five National Datasets
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August 1, 2018
CAAR – Urban Institute Report – August 1, 2018
“Growing Wage Inequality, the Minimum Wage, and the Future Distribution of Retirement Income,” by Damir Cosic, Richard W. Johnson, and Karen E. Smith (July 2018, .pdf format, 59p.).
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March 23, 2018
CAAR – UK Department of Work and Pensions Report – March 23, 2018
“Pensioners’ incomes series: financial year 2016/17,” (March 2018, .pdf format, 11p.).
www.gov.uk/government/statistics/pensioners-incomes-series-financial-year-201617
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January 3, 2018
CAAR – Society of Actuaries Report – January 3, 2017
“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/
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December 29, 2017
CAAR – HelpAge International Briefings – December 29, 2017
A. “Old age income security in the Philippines: work, family and social protection,” (2017, .pdf format, 4p.).
www.helpage.org/download/5a2e6abc8a93b
B. “Old age income security in Thailand: work, family and social protection,” (2017, .pdf format, 4p.).
www.helpage.org/download/5a37a2876e648
C. “The ageing of Myanmar’s farmer population,” (2017, .pdf format, 4p.).
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December 7, 2017
CAAR – Statistics Canada/Statistique Canada Report – December 7, 2017
“Intra-household Labour Income Responses to Changes in Tax Rates Among Older Workers,” by Derek Messacar (Analytical Studies Branch Research Paper No. 400, November 2017, .pdf and HTML format, 40p.).
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November 8, 2017
CAAR – UK Department of Work and Pensions Report – November 8, 2017
“Pensioners’ incomes series: An analysis of trends in Pensioner Incomes: 1994/95 to 2015/16,” (November 2017, .pdf format, 11p.).
www.gov.uk/government/statistics/pensioners-incomes-series-financial-year-201516
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November 1, 2017
CAAR – National Seniors Australia Report – November 1, 2017
“Seniors more savvy about retirement income,” (October 2017, .pdf format, 19p.).
nationalseniors.com.au/be-informed/research/publications/seniors-more-savvy-about-retirement-income
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October 25, 2017
CAAR – US Congressional Budget Office Report – October 25, 2017
“Measuring the Adequacy of Retirement Income: A Primer,” (October 2017, .pdf format, 36p.).
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October 5, 2017
CAAR – National Seniors Australia Report – October 5, 2017
“Seniors more savvy about retirement income,” (October 2017, .pdf format, 19p.).
nationalseniors.com.au/system/files/09172675CRP_ChallengerReport_RetirementIncome_FN_0.pdf
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June 22, 2017
CAAR – Irish Longitudinal Study on Ageing/Staidear Fadaimseartha na h Eireann um Dhul in Aois [TILDA] (Trinity College, Ireland] Report – June 22, 2017
“Income Adequacy and Quality of Life in Older Age: Evidence from the First Three Waves of The Irish Longitudinal Study on Ageing,” by Irene Mosca and Sanna Nivakoski (December 2016, .pdf format, 31p.).
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May 15, 2017
May 2, 2017
April 13, 2017
CAAR – Australia Treasury Working Paper – April 13, 2017
“Development of Treasury’s New Model of Australian Retirement Incomes and Assets,” by Bruce Bastian, Matthew Smith, Belinda Cheong, Virginia Pineda, Martin Stevenson, Owen Hutchison, Madeleine Nargar and Susie Kluth (Working Paper 2017-02, February 2017, .pdf and Rich-text format, 9p.). Note: Links to the abstract and the full text of the paper available at:
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March 15, 2017
CAAR – Center for Retirement Research at Boston College Issue Brief – March 15, 2017
“How Has the Shift to 401(k) Plans Affected Retirement Income?” by Alicia H. Munnell, Wenliang Hou, Anthony Webb, and Yinji Li (IB No. 17-5, March 2017, .pdf format, 8p.).
crr.bc.edu/briefs/how-has-the-shift-to-401k-plans-affected-retirement-income/
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February 13, 2017
CAAR – HelpAge International Report – February 13, 2017
“Work, family and social protection: Old age income security in Bangladesh, Nepal, the Philippines, Thailand and Vietnam,” by Charles Knox-Vydmanov (January 2017, .pdf format, 46p.).
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November 10, 2016
CAAR – Statistics Canada/Statistique Canada Article – November 10, 2016
“Seniors’ income from 1976 to 2014: Four decades, two stories,” (November 2016, HTML format).
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October 3, 2016
CAAR – HelpAge International Report – October 3, 2016
“Realising income security in old age: A study into the feasibility of a universal old age pension in Malawi,” (October 2016, .pdf format, 31p.).
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September 19, 2016
CAAR – Center for Retirement Research at Boston College Working Papers – September 19, 2016
A. “What Are the Effects of Doubling Up on Retirement Income and Assets?” by Deirdre Pfeiffer, Katrin B. Anacker and Brooks Louton (WP No. 2016-10, September 2016, .pdf format, 53p.). Note: Links to the abstract and the full text of the paper available at:
crr.bc.edu/working-papers/what-are-the-effects-of-doubling-up-on-retirement-income-and-assets-2/
B. “How Does Student Debt Affect Early-Career Retirement Saving?” by Matthew S. Rutledge, Geoffrey T. Sanzenbacher and Francis M. Vitagliano (WP No. 2016-9, September 2016, .pdf format, 33p.). Note: Links to the abstract and the full text of the paper available at:
crr.bc.edu/working-papers/how-does-student-debt-affect-early-career-retirement-saving/
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CAAR – American Enterprise Institute Working Paper – September 19, 2016
“The Life Cycle Model, Replacement Rates, and Retirement Income Adequacy,” by Andrew G. Biggs (Working Paper 2016-11, September 2016, .pdf format, 34p.). Note: Links to the abstract and the full text of the paper available at:
www.aei.org/publication/the-life-cycle-model-replacement-rates-and-retirement-income-adequacy/
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September 6, 2016
CAAR – National Seniors Australia Report – September 6, 2016
“Over 50s: still not confident about their retirement income,” (July 2016, .pdf format, 15p.).
www.nationalseniors.com.au/system/files/05161796CRP_ChallengerReport_REV070716.pdf
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June 30, 2016
CAAR – UK Department of Work and Pensions Report – June 30, 2016
“Pensioners’ incomes series: An analysis of trends in Pensioner Incomes: 1994/95-2014/15,” (June 2016, .pdf format, 10p.).
www.gov.uk/government/statistics/pensioners-incomes-series-financial-year-201415
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June 23, 2016
CAAR – United Nations Economic and Social Commission for Asia and the Pacific Report – June 23, 2016
“Income Security for Older Persons in Fiji,” (June 2016, .pdf format, 30p.).
www.unescap.org/resources/income-security-older-persons-fiji
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May 3, 2016
CAAR – Australian Treasury Report – May 3, 2016
“Review of retirement income stream regulation,” (May 2016, .pdf and rich-text format, 18p.).
www.treasury.gov.au/PublicationsAndMedia/Publications/2016/Retirement-Income-Streams-Review
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April 28, 2016
January 28, 2016
CAAR – United Nations Economic and Social Commission for Asia and the Pacific Working Paper – January 28, 2016
“Income Security for Older Persons in the Republic of Korea,” (January 2016, .pdf format, 48p.). Note: Links to the abstract and the full text of the paper available at:
www.unescap.org/resources/income-security-older-persons-republic-korea
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December 21, 2015
CAAR – Institute for Fiscal Studies [London, UK] Working Paper – December 21, 2015
“Income changes and their determinants over the lifecycle,” by Andrew Hood and Robert Joyce (W15/33, December 2015, .pdf format, 26p.). Note: Links to the abstract and the full text of the paper available at:
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