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:
repository.upenn.edu/prc_papers/539/
Comments Off on CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – October 9, 2019
September 9, 2019
“Retirement Security: Income and Wealth Disparities Continue through Old Age,” (GAO-19-587, August 2019, .pdf format, 131p.).
www.gao.gov/products/GAO-19-587
Comments Off on CAAR – US Government Accountability Office Report – September 9, 2019
August 22, 2019
Comments Off on CAAR – UK Office for National Statistics Article – August 22, 2019
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).
jamanetwork.com/journals/jama/article-abstract/2733322
Comments Off on CAAR – Journal of the American Medical Association Article Abstract – May 23, 2019
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:
www.urban.org/research/publication/college-premium-and-its-impact-racial-and-gender-differentials-earnings-and-future-old-age-income
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:
www.urban.org/research/publication/retirement-security-2050
Comments Off on CAAR – Urban Institute/Peter G. Peterson Foundation Working Papers – April 10, 2019
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/
Comments Off on CAAR – Brookings Institution Event – April 4, 2019
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
Comments Off on CAAR – UK Department of Work and Pensions Report – April 1, 2019
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.).
How Much Income Do Retirees Actually Have?
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – November 15, 2018
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).
www.pnas.org/content/115/46/E10839
Comments Off on CAAR – Proceedings of the National Academy of Sciences Article Abstracts – November 13, 2018
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
Comments Off on CAAR – Center for Retirement Research at Boston College Working Paper – November 7, 2018
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.).
www.urban.org/research/publication/growing-wage-inequality-minimum-wage-and-future-distribution-retirement-income
Comments Off on CAAR – Urban Institute Report – August 1, 2018
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
Comments Off on CAAR – UK Department of Work and Pensions Report – March 23, 2018
January 3, 2018
“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/
Comments Off on CAAR – Society of Actuaries Report – January 3, 2017
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.).
www.helpage.org/download/5a37a47d0c319
Comments Off on CAAR – HelpAge International Briefings – December 29, 2017
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.).
www.statcan.gc.ca/pub/11f0019m/11f0019m2017400-eng.htm
Comments Off on CAAR – Statistics Canada/Statistique Canada Report – December 7, 2017
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
Comments Off on CAAR – UK Department of Work and Pensions Report – November 8, 2017
November 1, 2017
Comments Off on CAAR – National Seniors Australia Report – November 1, 2017
October 25, 2017
“Measuring the Adequacy of Retirement Income: A Primer,” (October 2017, .pdf format, 36p.).
www.cbo.gov/publication/53191
Comments Off on CAAR – US Congressional Budget Office Report – October 25, 2017
October 5, 2017
A. “Homeownership, Social Insurance, and Old-Age Security in the United States and Europe,” by Stipica Mudrazija and Barbara A. Butrica (WP No. 2017-15, October 2017, .pdf format, 40p.). Note: Links to the abstract and the full text of the paper available at:
crr.bc.edu/working-papers/homeownership-social-insurance-and-old-age-security-in-the-united-states-and-europe/
B. “How Much Does Motherhood Cost Women in Social Security Benefits?” by Matthew S. Rutledge, Alice Zulkarnain, and Sara Ellen King (WP No. 2017-14, October 2017, .pdf format, 22p.). Note: Links to the abstract and the full text of the paper available at:
crr.bc.edu/working-papers/how-much-does-motherhood-cost-women-in-social-security-benefits/
C. “How Much Does Out-of-Pocket Medical Spending Eat Away at Retirement Income?” by Melissa McInerney, Matthew S. Rutledge, and Sara Ellen King (WP No. 2017-13, October 2017, .pdf format, 31p.). Note: Links to the abstract and the full text of the paper available at:
crr.bc.edu/working-papers/how-much-does-out-of-pocket-medical-spending-eat-away-at-retirement-income/
Comments Off on CAAR – Center for Retirement Research at Boston College Working Papers – October 5, 2017
Comments Off on CAAR – National Seniors Australia Report – October 5, 2017
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.).
tilda.tcd.ie/assets/pdf/IrishLifeReport.pdf
Comments Off on CAAR – Irish Longitudinal Study on Ageing/Staidear Fadaimseartha na h Eireann um Dhul in Aois [TILDA] (Trinity College, Ireland] Report – June 22, 2017
May 15, 2017
“Social Security and Total Replacement Rates in Disability and Retirement,” by Mashfiqur R. Khan, Matthew S. Rutledge, and Geoffrey T. Sanzenbacher (WP 2017-6, May 2017, .pdf format, 30p.). Note: Links to the abstract and the full text of the paper available at:
crr.bc.edu/working-papers/social-security-and-total-replacement-rates-in-disability-and-retirement/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – May 15, 2017
May 2, 2017
Links to an abstract are available. For full text availability check your organization’s library.
A. “Using Kinked Budget Sets to Estimate Extensive Margin Responses: Evidence from the Social Security Earnings Test,” by Alexander M. Gelber, Damon Jones, Daniel W. Sacks, and Jae Song (w23362, April 2017, .pdf format, 61p.).
www.nber.org/papers/w23362
B. “Lifetime Incomes in the United States over Six Decades,” by Fatih Guvenen, Greg Kaplan, Jae Song, and Justin Weidner (w23371, April 2017, .pdf format, 76p.).
www.nber.org/papers/w23371
Comments Off on CAAR – National Bureau of Economic Research Working Paper – May 2, 2017
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:
www.treasury.gov.au/PublicationsAndMedia/Publications/2017/Development-of-Treasurys-New-Model-of-Australian-Retirement-Incomes-and-Assets
Comments Off on CAAR – Australia Treasury Working Paper – April 13, 2017
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/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – March 15, 2017
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.).
www.helpage.org/download/589ddb82e59a0
Comments Off on CAAR – HelpAge International Report – February 13, 2017
November 10, 2016
“Seniors’ income from 1976 to 2014: Four decades, two stories,” (November 2016, HTML format).
www.statcan.gc.ca/pub/11-630-x/11-630-x2016008-eng.htm
Comments Off on CAAR – Statistics Canada/Statistique Canada Article – November 10, 2016
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.).
www.helpage.org/download/57f23cd36f1b6
Comments Off on CAAR – HelpAge International Report – October 3, 2016
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/
Comments Off on CAAR – Center for Retirement Research at Boston College Working Papers – 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/
Comments Off on CAAR – American Enterprise Institute Working Paper – September 19, 2016
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
Comments Off on CAAR – National Seniors Australia Report – September 6, 2016
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
Comments Off on CAAR – UK Department of Work and Pensions Report – June 30, 2016
June 23, 2016
“Income Security for Older Persons in Fiji,” (June 2016, .pdf format, 30p.).
www.unescap.org/resources/income-security-older-persons-fiji
Comments Off on CAAR – United Nations Economic and Social Commission for Asia and the Pacific Report – June 23, 2016
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
Comments Off on CAAR – Australian Treasury Report – May 3, 2016
April 28, 2016
A. “Income of the Aged Chartbook, 2014,” (April 2016, .pdf and HTML format, 29p.).
www.ssa.gov/policy/docs/chartbooks/income_aged/2014/index.html
B. “Income of the Population 55 or Older, 2014,” (April 2016, .pdf, Excel, and HTML format, 323p.).
www.ssa.gov/policy/docs/statcomps/income_pop55/2014/index.html
C. “Annual Statistical Supplement, 2015,” (April 2016, .pdf, Excel, and HTML format, 557p.).
www.ssa.gov/policy/docs/statcomps/supplement/2015/index.html
D. SSI Monthly Statistics, March 2016 (April 2016, .pdf and HTML format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2016-03/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Reports, Periodical – April 28, 2016
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
Comments Off on CAAR – United Nations Economic and Social Commission for Asia and the Pacific Working Paper – January 28, 2016
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:
www.ifs.org.uk/publications/8097
Comments Off on CAAR – Institute for Fiscal Studies [London, UK] Working Paper – December 21, 2015
November 3, 2015
A. “Will Social Security Keep Fewer of Tomorrow’s Elderly Out of Poverty?” by Steven A. Sass (IB No. 15-19, November 2015, .pdf format, 9p.).
crr.bc.edu/briefs/will-social-security-keep-fewer-of-tomorrows-elderly-out-of-poverty/
B. “Do We Need a Price Index for the Elderly?” by Alicia H. Munnell and Anqi Chen (IB No. 15-18, October 2015, .pdf format, 9p.).
crr.bc.edu/briefs/do-we-need-a-price-index-for-the-elderly/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Briefs – November 3, 2015
November 2, 2015
“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
Comments Off on CAAR – United Nations Economic and Social Commission for Asia and the Pacific [ESCAP] Working Paper – November 2, 2015
October 5, 2015
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.).
www.nber.org/papers/w21601
Comments Off on CAAR – National Bureau of Economic Research Working Paper – October 5, 2015
September 29, 2015
“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
Comments Off on CAAR – Urban Institute Report – September 29, 2015
September 24, 2015
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
Comments Off on CAAR–National Academies of Sciences, Engineering, and Medicine Monograph–September 24, 2015
September 10, 2015
“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/
Comments Off on CAAR – Kaiser Family Foundation Issue Brief – September 10, 2015
September 9, 2015
“A Practical Approach to Well-being Based Policy Development: What Do New Zealanders Want from Their Retirement Income Policies?” by Joey Au, Andrew Coleman and Trudy Sullivan (TWP15-14, September 2015, .pdf format, 41p.). Note: Links to the abstract and the full text of the paper available at:
www.treasury.govt.nz/publications/research-policy/wp/2015/15-14
Comments Off on CAAR – New Zealand Treasury/Kaitohuntohu Kaupapa Rawa Working Paper – September 9, 2015
June 30, 2015
“Pensioners’ incomes series: an analysis of trends in pensioner incomes 1979 to 2013/14, United Kingdom,” (June 2015, .pdf and Excel format, 80p.).
www.gov.uk/government/statistics/pensioners-incomes-series-financial-year-201314
Comments Off on CAAR – UK Department of Work and Pensions Report – June 30, 2015
June 22, 2015
A. “Sources of Increasing Differential Mortality Among the Aged by Socioeconomic Status,” by Barry P. Bosworth, Gary Burtless and Kan Zhang (WP No. 2015-10, June 2015, .pdf format, 33p.). Note: Links to the abstract and the full text of the paper available at:
crr.bc.edu/working-papers/sources-of-increasing-differential-mortality-among-the-aged-by-socioeconomic-status/
B. “Do Retired Americans Annuitize Too Little? Trends in the Share of Annuitized Income,” by by Barry P. Bosworth, Gary Burtless and Mattan Alalouf (WP No. 2015-09, June 2015, .pdf format, 45p.). Note: Links to the abstract and the full text of the paper available at:
crr.bc.edu/working-papers/do-retired-americans-annuitize-too-little-trends-in-the-share-of-annuitized-income/
C. “Impact of the Financial Crisis on Long-Term Growth,” by Barry P. Bosworth (WP No. 2015-08, June 2015, .pdf format, 26p.). Note: Links to the abstract and the full text of the paper available at:
crr.bc.edu/working-papers/impact-of-the-financial-crisis-on-long-term-growth/
D. “Post-War Trends in Labor Income in the Social Security Earnings Records,” by Gary Burtless and Kan Zhang (WP No. 2015-07, June 2015, .pdf format, 25p.). Note: Links to the abstract and the full text of the paper available at:
crr.bc.edu/working-papers/post-war-trends-in-labor-income-in-the-social-security-earnings-records/
E. “Improving Employees’ Life and Disability Insurance Benefit Decisions: Results of an Employer Survey,” by Anek Belbase, Norma B. Coe and Matthew S. Rutledge (WP No. 2015-06, June 2015, .pdf format, 54p.). Note: Links to the abstract and the full text of the paper available at:
crr.bc.edu/working-papers/improving-employees-life-and-disability-insurance-benefit-decisions-results-of-an-employer-survey/
Comments Off on CAAR – Center for Retirement Research at Boston College Working Papers – June 22, 2015
April 17, 2015
Comments Off on CAAR – Life and Living in Advanced Age: a Cohort Study in New Zealand – Te Puawaitanga O Nga Tapuwae Kia Ora Tonu (LiLACS NZ) [University of Auckland, New Zealand] Report – April 17, 2015
April 13, 2015
“How are Income and Wealth Linked to Health and Longevity?” by Steven H. Woolf, Laudan Aron, Lisa Dubay, Sarah Simon, Emily Zimmerman, and Kim Luk (April 2015, .pdf format, 21p.).
www.urban.org/publications/2000178.html
Comments Off on CAAR – Urban Institute Brief – April 13, 2015
March 23, 2015
“Pensioner income projections,” by Richard Goulsbra and Sarah Fothergill (DWP ad hoc research report no. 23, March 2015, .pdf format, 17p.).
www.gov.uk/government/publications/pensioner-income-projections
Comments Off on CAAR – UK Department of Work and Pensions Report – March 23, 2015
February 24, 2015
“Retirement Income Among American Indians and Alaska Natives in the American Community Survey,” by John L. Murphy and Brent Huggins (Research and Statistics Note No. 2015-01, February 2015, HTML and .pdf format, 8p.).
www.ssa.gov/policy/docs/rsnotes/rsn2015-01.html
Comments Off on CAAR – US Social Security Administration, Office of Retirement and Disability Policy Report – February 24, 2015
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