A. “How Much Does Health Spending Eat Away at Retirement Income?” by Melissa McInerney, Matthew S. Rutledge and Sara Ellen King (IB No. 22-12, August 2022, .pdf and Excel format, 7p.).
crr.bc.edu/briefs/how-much-does-health-spending-eat-away-at-retirement-income/
B. “How to Think About Recent Trends in the Average Retirement Age?” by Alicia H. Munnell (IB No. 22-11, July 2022, .pdf and Excel format, 9p.).
crr.bc.edu/briefs/how-to-think-about-recent-trends-in-the-average-retirement-age/
“Changes in the Relationship Between Income and Life Expectancy Before and During the COVID-19 Pandemic, California, 2015-2021,” by Hannes Schwandt, Janet Currie, Till von Wachter, Jonathan Kowarski, Derek Chapman, and Steven H. Woolf (Vol. 328, No. 4, July 26, 2022, p. 360-366).
A. “Recent and future patterns of work around state pension age,” by Jonathan Cribb and Carl Emmerson (Report R212, June 2022, .pdf format, 31p.).
B. “How did increasing the state pension age from 65 to 66 affect household incomes?” by Jonathan Cribb and Laurence O’Brien (Report R211, June 2022, .pdf format, 34p.).
Links to an abstract are available. For full text availability check your organization’s library.
A. “The Savings Glut of the Old: Population Aging, the Risk Premium, and the Murder-Suicide of the Rentier,” by Joseph Kopecky & Alan M. Taylor (w29944, April 2022, .pdf format, 44p.).
B. “Trends in Retirement and Retirement Income Choices by TIAA Participants: 2000–2018,” by Jeffrey R. Brown, James M. Poterba, and David P. Richardson (w29946, April 2022, .pdf format, 35p.).
Links to an abstract are available. For full text availability check your organization’s library.
A. “Ageing and Welfare-State Policy: Macroeconomic Perspective,” by Assaf Razin and Alexander Horst Schwemmer (w29700, January 2022, .pdf format, 44p.).
B. “Education and Income Gradients in Longevity: The Role of Policy,” by Adriana Lleras-Muney (w29694, January 2022, .pdf format, 39p.).
“Impact of Five Legislative Proposals and Industry Innovations on Retirement Income Adequacy,” by Jack VanDerhei (January 2022, .pdf format, 12p.). Note: EBRI requires free registration prior to providing access to full-text.
“Managing retirement incomes,” by James Banks and Rowena Crawford (W22/05, January 2022, .pdf format, 40p.). Note: A link to the abstract and the full-text of this paper is available at:
Note: EBRI requires free registration prior to providing access to full-text.
A. “Comparing the Financial Wellbeing of Baby Boom, Generation X, and Millennial Families: How Do the Generations Stack Up?” by Craig Copeland (December 2021, .pdf format, 38p.).
B. “The Impact of Adding Private Equity to 401(k) Plans on Retirement Income Adequacy,” (December 2021, .pdf format, 11p.).
A. “What Explains Low Old-Age Income? Evidence from the Health and Retirement Study,” by Olivia S. Mitchell, Robert Clark, and Annamaria Lusardi (WP2021-08, April 2021, .pdf format, 61p.). Note: A link to the abstract and the full-text of this paper is available at:
repository.upenn.edu/prc_papers/706/
B. “Own and Parents’ Schooling as Predictors of Cognition: Findings from the Longitudinal Chilean Social Protection Survey,” by Irma T. Elo, Jere R. Behrman, David Bravo, Sneha Mani, and Alejandro Sanchez Beccara (WP2021-09, April 2021, .pdf format, 15p.). Note: A link to the abstract and the full-text of this paper is available at:
Links to an abstract are available. For full text availability check your organization’s library. “What Explains Low Old-Age Income? Evidence from the Health and Retirement Study,” by Olivia S. Mitchell, Robert L. Clark, and Annamaria Lusardi (w28721, April 2021, .pdf format, 61p.).
“Slipping between the cracks? Retirement income prospects for Generation X,” by Sophia Dimitriadis, Patrick Swain and Professor Les Mayhew (March 2021, .pdf format, 102p.).
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:
“How Measuring Replacement Income Can Aid Assessment of Public Pension Plans,” by David Draine (January 2021, .pdf format, 8p.).
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/
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.).
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.).
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