“Realising income security in old age: A study into the feasibility of a universal old age pension in Malawi,” (October 2016, .pdf format, 31p.).
October 3, 2016
CAAR – HelpAge International Report – October 3, 2016
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/
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/
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
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
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
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
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
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:
November 3, 2015
November 2, 2015
CAAR – United Nations Economic and Social Commission for Asia and the Pacific [ESCAP] Working Paper – 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
October 5, 2015
CAAR – National Bureau of Economic Research Working Paper – 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.).
September 29, 2015
CAAR – Urban Institute Report – 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
September 24, 2015
CAAR–National Academies of Sciences, Engineering, and Medicine Monograph–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
September 10, 2015
CAAR – Kaiser Family Foundation Issue Brief – 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/
September 9, 2015
CAAR – New Zealand Treasury/Kaitohuntohu Kaupapa Rawa Working Paper – 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
June 30, 2015
CAAR – UK Department of Work and Pensions Report – 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
June 22, 2015
April 17, 2015
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
“Income in advanced age: Findings from LiLACS NZ,” (April 2015, .pdf format, 14p.).
April 13, 2015
CAAR – Urban Institute Brief – 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.).
March 23, 2015
CAAR – UK Department of Work and Pensions Report – 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
February 24, 2015
CAAR – US Social Security Administration, Office of Retirement and Disability Policy Report – 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.).
January 20, 2015
CAAR – Luxembourg Income Study Working Paper – January 20, 2015
“Pension Institutions and Income Inequality across European Societies: Denmark, Germany, Sweden, and the United Kingdom,” by Jorg Neugschwender (Working Paper No. 627, January 2015, .pdf format, 22p.).
Abstract:
This paper analyses major pension system regulation in four European countries: Denmark, Germany, Sweden, and the United Kingdom. It is focused on the government’s and social partner’s efforts to provide old-age security benefits, and how these regulatory approaches have shaped the current structure of the public-private mix of pension protection systems. The different regulatory approaches may, in the end, have quite diverse implications on income inequality among the elderly. A historical institutional overview is provided for each of the four countries. The study also used multiple years of cross-sectional data (around 2000 – wave V and mid of 2000s – wave VI) from the Luxembourg Income Study Database to show current outcomes of the different combinations of the public-private mixes. The results showed a strong trend from earlier to later years towards a higher relevance of private pensions in the public-private mix. The Swedish and German systems relied more on employment-related public systems fare better in terms of living standards than the Danish and British systems that combined public minimum pension schemes for a long time only with mostly voluntary occupational systems. Private pensions strongly affected the income position of high-income pensioners. However, also the structure of public pension benefits had a poverty decreasing effect for low-income groups.
January 14, 2015
CAAR – Public Library of Science (PLoS) Article – January 14, 2015
“The Association between Individual Income and Aggressive End-of-Life Treatment in Older Cancer Decedents in Taiwan,” by Chih-Yuan Huang, Yeh-Ting Hung, Chun-Ming Chang, Shiun-Yang Juang, and Ching-Chih Lee (PLoS ONE 10(1): e0116913. doi:10.1371/journal.pone.0116913, XML, HTML, and .pdf format, 13p.).
journals.plos.org/plosone/article?id=10.1371/journal.pone.0116913
January 6, 2015
CAAR – Proceedings of the National Academy Sciences Article Abstracts – January 6, 2015
A. “Sound credit scores and financial decisions despite cognitive aging,” by Ye Li, Jie Gao, A. Zeynep Enkavi, Lisa Zaval, Elke U. Weber, and Eric J. Johnson (Vol. 112, No. 1, January 6, 2015, p. 65-69). Note: PNAS is providing open access to the full-text of this article.
www.pnas.org/content/112/1/65.abstract
B. “Effects of income supplementation on health of the poor elderly: The case of Mexico,” by Emma Aguila, Arie Kapteyn, and James P. Smith (Vol. 112, No. 1, January 6, 2015, p. 70-75).
www.pnas.org/content/112/1/70.abstract
C. “Osteopetrosis in TAK1-deficient mice owing to defective NF-?B and NOTCH signaling,” by Gaurav Swarnkar, Kannan Karuppaiah, Gabriel Mbalaviele, Tim (Hung-Po) Chen, and Yousef Abu-Amer (Vol. 112, No. 1, January 6, 2015, p. 154-159).
December 22, 2014
CAAR – UK Department of Work and Pensions Report – December 22, 2014
“Pensioners’ Incomes Series statistics 2012 to 2013,” (July 2014, .pdf and Excel format, 102p.).
www.gov.uk/government/statistics/pensioners-incomes-series-2012-to-2013
December 2, 2014
CAAR – Center for Retirement Research at Boston College Issue Brief – December 2, 2014
“Do Census Data Understate Retirement Income?” by Alicia H. Munnell and Anqi Chen (IB No. 14-19, December 2014, .pdf format, 7p.).
crr.bc.edu/briefs/do-census-data-understate-retirement-income/
November 13, 2014
CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Brief – November 13, 2014
“Who Loses Most? The Impact of Taxes and Transfers on Retirement Incomes,” by Finn Poschmann and Alexandre Laurin (November 2014, .pdf format, 17p.).
www.cdhowe.org/who-loses-most-the-impact-of-taxes-and-transfers-on-retirement-incomes/27996
October 14, 2014
CAAR – National Bureau of Economic Research Working Papers – October 14, 2014
Links to an abstract are available. For full text availability check your organization’s library.
A. “How Much Are Public School Teachers Willing to Pay for Their Retirement Benefits?” by Maria Donovan Fitzpatrick (w20582, October 2014, .pdf format, 51p.).
B. “The Great Recession, Decline and Rebound in Household Wealth for the Near Retirement Population,” by Alan L. Gustman, Thomas L. Steinmeier, and Nahid Tabatabai (w20584, October 2014, .pdf format, 42p.).
October 1, 2014
CAAR – University of Michigan Retirement Research Center Working Paper – October 1, 2014
“Rejection from the Disability Insurance Program and Dependency on Social Support,” by Susan Chen (WP 2014-305, September 2014, .pdf format, 31p.). Note: Links to the abstract and the full text of the paper available at:
www.mrrc.isr.umich.edu/publications/index_abstract.cfm?ptid=1&pid=984
September 16, 2014
CAAR – Australian Institute Brief – September 16, 2014
“Boosting retirement incomes the easy way: Extending the Pension Loan Scheme to all retirees,” by Richard Denniss & Tom Swann (Techncial Brief No. 34, September 2014, .pdf format, 13p.).
July 31, 2014
CAAR – Pensions Institute Working Paper, Report – July 31, 204
A. “The Consequences of Not Having to Buy an Annuity,” by David Burke (PI-1409, June 2014, .pdf format, 14p.). Note: There is no abstract for this paper.
www.pensions-institute.org/workingpapers/wp1409.pdf
B. “The Future of Retirement Income: Retirement income after the 2014 Budget,” by Debbie Harrison and David Blake (July 2014, .pdf format, 38p.).
www.pensions-institute.org/reports/Futureofretirementincome.pdf
July 30, 2014
June 27, 2014
CAAR – Institute for Fiscal Studies [London, UK] Working Paper – June 27, 2014
“Modelling work, health, care and income in the older population. The IFS retirement simulator (RetSim),” by James Browne , Carl Emmerson , Katy Heald and Andrew Hood (w14/12, June 2014, .pdf format, 112p.). Note: Links to the abstract and the full text of the paper available at:
June 12, 2014
CAAR – Kaiser Family Foundation Website of Interest – June 12, 2014
“Visualizing Income and Assets Among Medicare Beneficiaries: Now and in the Future,” (June 2014).
CAAR – International Longevity Centre [UK] Report – June 12, 2014
“The UK Equity Bank – Towards income security in old age,” by Professor Les Mayhew and David Smith (June 2014, .pdf format, 25p.).
April 30, 2014
March 25, 2014
CAAR – Employee Benefit Research Institute Periodical – March 25, 2014
EBRI Notes (Vol. 35, No. 3, March 2014, pdf format, 16p.). The articles in this issue are: “Brand-Name and Generic Prescription Drug Use After Adoption of a Full-Replacement, Consumer-Directed Health Plan With a Health Savings Account,” by Paul Fronstin and M. Christopher Roebuck; and, “How Would Defined Contribution Participants React to Lifetime Income Illustrations? Evidence from the 2014 Retirement Confidence Survey,” by Jack VanDerhei.
www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=5367
March 19, 2014
CAAR – Luxembourg Income Study Working Paper – March 19, 2014
“Who can (still) afford to retire early? Cross-country comparison of incomes of senior workers and young retirees using LIS data for 2007 & 2010,” by Carmen D. Petrovici and Jorg Neugschwender (LIS Working Paper No. 608, March 2014, .pdf format, 37p.).
Abstract:
The aim of this paper is to compare the economic situation of young retirees with their peers who decided to continue their working life before and during the recent economic crisis using the micro-data from the Luxembourg Income Study Database (LIS) for four countries (Greece, Spain, the UK and the US) for the years 2007 and 2010. In order to have comparable samples across countries with different institutional settings, we delimit our sample to the age group up to ten years prior to the statutory retirement age. In a first section we look at the income mix of early retirees and senior workers from a gender perspective taking into account the disposable household income. In a second section, we apply multinominal logistic regression models to explain the labour market status of seniors, focusing on the income predictors, distinguishing between personal income derived from the labour market participation, other personal income and other household income. We consider as well the alternative exit pathways from the labour market such as unemployment, disability and other types of inactivity. Our results show changes over time in the impact of incomes from different sources on the labour market status of seniors as well as gendered life courses. The paper contributes to the literature by a comparative analysis of the labour market behaviour in conjunction with income from different sources before and after the crisis.
March 18, 2014
CAAR – Joseph Rowntree Foundation [UK] Report – March 18, 2014
“Minimum income standards and older pensioners’ needs,” by Yvette Hartfree, Donald Hirsch and Liz Sutton (January 2014, .pdf format, 41p.).
www.jrf.org.uk/publications/minimum-income-standards-pensioners
March 14, 2014
CAAR – Parliamentary Library of Australia Report – March 14, 2014
“Major superannuation and retirement income changes in Australia: a chronology,” by Kai Swoboda (March 2014, .pdf format, 53p.).
March 5, 2014
CAAR – US Senate Special Committee on Aging Hearing Testimony – March 5, 2014
“Income Security and the Elderly: Securing Gains made in the War on Poverty,” a hearing held March 5, 2014 (witness statements available in .pdf format, video of the full-hearing available at the site, running time 1 hour 27 minutes). Note: The hearing begins at the 22:56 mark.
February 4, 2014
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – February 4, 2014
A. “Equilibrium Health Spending and Population Aging in a Model of Endogenous Growth: Will the GDP Share of Health Spending Keep Rising?” by Isaac Ehrlich and Yong Yin (Discussion Paper No. 7928, January 2014, .pdf format, 42p.). Note: Links to the abstract and full-text can be found at:
www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=7928
B. “The Effect of Wealth and Earned Income on the Decision to Retire: A Dynamic Probit Examination of Retirement,” by Keith A. Bender, Kostas G. Mavromaras, Ioannis Theodossiou, and Zhang Wei (Discussion Paper No. 7927, January 2014, .pdf format, 30p.). Note: Links to the abstract and full-text can be found at:
www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=7927
C. “Retirement Patterns of Couples in Europe,” by Laura Hospido and Gema Zamarro (Discussion Paper No. 7926, February 2014, .pdf format, 19p.). Note: Links to the abstract and full-text can be found at:
www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=7926
January 9, 2014
CAAR – Institute of Economic Affairs [London, UK] Report – January 9, 2014
“Income from Work – The Fourth Pillar of Income Provision in Old Age,” by Gabriel H. Sahlgren (IEA Discussion Paper No. 52, January 2014, .pdf format, 59p.).
January 7, 2014
CAAR – University of Michigan Retirement Research Center Working Paper – January 7, 2014
“What Do Data on Millions of U.S. Workers Say About Life Cycle Income Risk?” by Fatih Guvenen, Fatih Karahan, Serdar Ozkan and Jae Song (WP 2013-302, October 2013, .pdf format, 13p.). Note: Links to the abstract and full-text can be found at:
www.mrrc.isr.umich.edu/publications/index_abstract.cfm?ptid=1&pid=961
December 19, 2013
CAAR – AARP Public Policy Institute Reports – December 19, 2013
A. “Medicare Part D Open Enrollment for 2014: Popular Plans Continue to Evolve,” by Leigh Purvis (December 2013, .pdf format, 9p.).
B. “Sources of Income for Older Americans, 2012,” by Ke Bin Wu (December 2013, .pdf format, 8p.).
C. “Colonoscopy Screening after the Affordable Care Act: Cost Barriers Persist for Medicare Beneficiaries,” by Lynda Flowers, Claire Noel-Miller, and Deanna Okrent (December 2013, .pdf format, 6p.).
CAAR – Employee Benefit Research Institute Periodical – December 19, 2013
EBRI Notes (Vol. 34, No. 12, December 2013, .pdf format, p.). Note: The articles in this issue are “Views on Employment-Based Health Benefits: Findings from the 2013 Health and Voluntary Workplace Benefits Survey,” by Paul Fronstin and Ruth Helman; and, “How Much Would it Take? Achieving Retirement Income Equivalency between Final-Average-Pay Defined Benefit Plan Accruals and Voluntary Enrollment 401(k) Plans in the Private Sector,” by Jack VanDerhei.
www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=5320
December 18, 2013
CAAR – United Nations Economics and Social Commission for Asia and the Pacific [ESCAP] Brief – December 18, 2013
“Providing Income Security for the Elderly,” (MPDD Policy Briefs No.18, December 2013, .pdf format, 3p.).