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.).
“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.).
“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.).
“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
“Improving Canada’s Retirement Income System,” by Keith Ambachtsheer and Michael Nicin (February 2020, .pdf format, 27p.).
“Retirement income worry: Who worries and why?” (January 2020, .pdf format, 31p.).
nationalseniors.com.au/research/retirement/retirement-income-worry-who-worries-and-why
“Retirement Income Review: Consultation Paper,” (November 2019, .pdf and Word format, 31p.).
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:
“Retirement Security: Income and Wealth Disparities Continue through Old Age,” (GAO-19-587, August 2019, .pdf format, 131p.).
“Generational income: The effects of taxes and benefits,” (August 2019, .pdf and HTML format, 12p.).
“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).
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:
“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/
“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
“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.).
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).
“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
“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.).
“Pensioners’ incomes series: financial year 2016/17,” (March 2018, .pdf format, 11p.).
www.gov.uk/government/statistics/pensioners-incomes-series-financial-year-201617
“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/
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.).
“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.).
“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
“Seniors more savvy about retirement income,” (October 2017, .pdf format, 19p.).
nationalseniors.com.au/be-informed/research/publications/seniors-more-savvy-about-retirement-income
“Measuring the Adequacy of Retirement Income: A Primer,” (October 2017, .pdf format, 36p.).
“Seniors more savvy about retirement income,” (October 2017, .pdf format, 19p.).
nationalseniors.com.au/system/files/09172675CRP_ChallengerReport_RetirementIncome_FN_0.pdf
“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.).
“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:
“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/
“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.).
“Seniors’ income from 1976 to 2014: Four decades, two stories,” (November 2016, HTML format).
“Realising income security in old age: A study into the feasibility of a universal old age pension in Malawi,” (October 2016, .pdf format, 31p.).
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/
“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/
“Over 50s: still not confident about their retirement income,” (July 2016, .pdf format, 15p.).
www.nationalseniors.com.au/system/files/05161796CRP_ChallengerReport_REV070716.pdf
“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
“Income Security for Older Persons in Fiji,” (June 2016, .pdf format, 30p.).
www.unescap.org/resources/income-security-older-persons-fiji
“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
“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
“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:
“Income Security for Older Persons in Sri Lanka,” by Shanika Samarakoon and Nisha Arunatilake (SDD-SPPS Project Working Papers, November 2015, .pdf format, 43p.). Note: Links to the abstract and the full text of the paper available at:
www.unescap.org/resources/income-security-older-persons-sri-lanka
Links to an abstract are available. For full text availability check your organization’s library.
“Does Eliminating the Earnings Test Increase the Incidence of Low Income Among Older Women?” by Theodore Figinski and David Neumark (w21601, October 2015, .pdf format, 27p.).
“The Dynamic Simulation of Income Model (DYNASIM): An Overview,” by Melissa M. Favreault, Karen E. Smith, and Richard W. Johnson (September 2015, .pdf format, 35p.).
www.urban.org/research/publication/dynamic-simulation-income-model-dynasim-overview
The Growing Gap in Life Expectancy by Income: Implications for Federal Programs and Policy Responses, by Committee on the Long-Run Macroeconomic Effects of the Aging U.S. Population, by Committee on Population–Phase II; Division of Behavioral and Social Sciences and Education; Board on Mathematical Sciences and Their Applications; Division on Engineering and Physical Sciences; The National Academies of Sciences, Engineering, and Medicine (National Academies Press, 2015, 182p., OpenBook and .pdf format). Note: more informaition, including purchasing information, for a print copy is available at the site. NAP requires free registration before providing a .pdf copy).
www.nap.edu/catalog/19015/the-growing-gap-in-life-expectancy-by-income-implications-for
“Income and Assets of Medicare Beneficiaries, 2014 – 2030,” by Gretchen Jacobson, Christina Swoope, Tricia Neuman, and Karen Smith (September 2015, .pdf and HTML format, 10p.).
kff.org/medicare/issue-brief/income-and-assets-of-medicare-beneficiaries-2014-2030/
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