January 20, 2021
A. “The Consequences of Current Benefit Adjustments for Early and Delayed Claiming,” by Andrew G. Biggs, Anqi Chen and Alicia H. Munnell (WP 2021-3, January 2021, .pdf and Excel format, 26p.). Note: A link to the abstract and the full-text of this paper is available at:
crr.bc.edu/working-papers/the-consequences-of-current-benefit-adjustments-for-early-and-delayed-claiming/
B. “Intended Bequests and Housing Equity in Older Age,” by Gary V. Engelhardt and Michael D. Eriksen (WP 2021-2, January 2021, .pdf format, 39p.). Note: A link to the abstract and the full-text of this paper is available at:
crr.bc.edu/working-papers/intended-bequests-and-housing-equity-in-older-age/
Comments Off on CAAR – Center for Retirement Research at Boston College Working Papers – January 20, 2021
January 12, 2021
A. “Cognitive Ability, Cognitive Aging, and Debt Accumulation,” by Marco Angrisani, Jeremy Burke, and Arie Kapteyn (WP 2020-411, September 2020, .pdf format, 40p.). Note: A link to the abstract and the full-text of this paper is available at:
mrdrc.isr.umich.edu/pubs/cognitive-ability-cognitive-aging-and-debt-accumulation/
B. “The Impact of Growing Health and Mortality Inequalities on Lifetime Social Security Payouts,” by Péter Hudomiet, Michael Hurd, and Susann Rohwedder (WP 2020-412, September 2020, .pdf format, 54p.). Note: A link to the abstract and the full-text of this paper is available at:
mrdrc.isr.umich.edu/pubs/the-impact-of-growing-health-and-mortality-inequalities-on-lifetime-social-security-payouts/
Comments Off on CAAR – University of Michigan Retirement and Disability Research Center Working Papers – January 12, 2021
January 6, 2021
“The Effect of Early Claiming Benefit Reduction on Retirement Rates,” by Damir Cosic and C. Eugene Steuerle (WP No. 2021-1, January 2021, .pdf format, 30p.). Note: A link to the abstract and the full-text of this paper is available at:
crr.bc.edu/working-papers/the-effect-of-early-claiming-benefit-reduction-on-retirement-rates/
Comments Off on CAAR – Center for Retirement Research at Boston College Working Paper – January 6, 2021
December 28, 2020
International Update, December 2020 (December 2020, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-12/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – December 28, 2020
December 23, 2020
A. “Estimating the Macroeconomic Effects of Each Totalization Agreement,” by Ananth Seshadri and Junjie Guo (WP2020-408, September 2020, .pdf format, 29p.). Note: A link to the abstract and the full-text of this paper is available at:
mrdrc.isr.umich.edu/pubs/estimating-the-macroeconomic-effects-of-each-totalization-agreement/
B. “The Risk of High Out-of-Pocket Health Spending among Older Americans,” by Helen Levy (WP 2020-409, September 2020, .pdf format, 26p.). Note: A link to the abstract and the full-text of this paper is available at:
mrdrc.isr.umich.edu/pubs/the-risk-of-high-out-of-pocket-health-spending-among-older-americans/
C. “Cognitive Ability, Cognitive Aging, and Debt Accumulation,” by Marco Angrisani, Jeremy Burke, and Arie Kapteyn (WP 2020-411, September 2020, .pdf format, 40p.). Note: A link to the abstract and the full-text of this paper is available at:
mrdrc.isr.umich.edu/pubs/cognitive-ability-cognitive-aging-and-debt-accumulation/
Comments Off on CAAR – University of Michigan Retirment and Disability Research Center Working Papers – December 23, 2020
December 17, 2020
“CBO’s 2020 Long-Term Projections for Social Security: Additional Information,” (December 2020, Excel format).
www.cbo.gov/publication/56907
Comments Off on CAAR – US Congressional Budget Office Data – December 17, 2020
December 15, 2020
“Postponing Retirement and Social Security in a Two Sector Model,” by Partha Sen (Working Paper No. 8751, 2020, .pdf format, 27p.). Note: A link to the abstract and the full-text of this paper is available at:
www.cesifo.org/en/publikationen/2020/working-paper/postponing-retirement-and-social-security-two-sector-model
Comments Off on CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – December 15, 2020
December 10, 2020
A. “Earnings and Employment Data for Workers Covered Under Social Security and Medicare, by State and County, 2018,” (November 2020, Excel and .pdf format, 455p.).
www.ssa.gov/policy/docs/statcomps/eedata_sc/2018/index.html
B. International Update, November 2020 (November 2020, .pdf format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-11/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Report, Periodical – December 10, 2020
December 9, 2020
“Comparing Adequacy Adjustments to Social Security: How Well Do They Target Different Beneficiaries?” by Melissa M. Favreault and Karen E. Smith (December 2020, .pdf format, 16p.).
www.aarp.org/ppi/info-2020/comparing-adequacy-adjustments-to-social-security.html
Comments Off on CAAR – AARP Public Policy Institute Report – December 9, 2020
December 8, 2020
International Social Security Review (Vol. 73, No. 4, October/December 2020).
onlinelibrary.wiley.com/toc/1468246x/2020/73/4
Comments Off on CAAR – Table of Contents – December 8, 2020
December 2, 2020
“Comparing Democratic and Republican Approaches to Fixing Social Security: An Analysis of the Larson and Johnson Bills,” by Richard W. Johnson and Karen E. Smith (December 2020, .pdf format, 35p.).
www.urban.org/research/publication/comparing-democratic-and-republican-approaches-fixing-social-security
Comments Off on CAAR – Urban Institute Report – December 2, 2020
November 19, 2020
“Social Security & Medicare Lifetime Benefits & Taxes: 2020,” by Erald Koasi and C. Eugene Steuerle (November 2020, .pdf format, 27p.).
www.urban.org/research/publication/social-security-medicare-lifetime-benefits-taxes-2020
Comments Off on CAAR – Urban Institute Report – November 19, 2020
November 11, 2020
Social Security Bulletin (Vol. 80, No. 4, November 2020, .pdf format).
www.ssa.gov/policy/docs/ssb/v80n4/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – November 11, 2020
October 29, 2020
International Update, October 2020 (Ocotber 2020, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-10/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – October 29, 2020
International Social Security Review (Vol. 73, No. 3, July/September 2020).
onlinelibrary.wiley.com/toc/1468246x/2020/73/3
Public Policy and Aging Report (Vol. 30, No. 4, 2020).
academic.oup.com/ppar/issue/30/4
Comments Off on CAAR – Tables of Contents – October 29, 2020
October 14, 2020
A. “How Can Policymakers Close the Racial Gap in Retirement Security?” by Richard W. Johnson (October 2020, .pdf and HTML format, 26p.).
www.urban.org/research/publication/how-can-policymakers-close-racial-gap-retirement-security
B. “Five Democratic Approaches to Social Security Reform: Estimated Impact of Plans from the 2020,” by Karen E. Smith, Richard W. Johnson, and Melissa M. Favreault (October 2020, .pdf and HTML format, 93p.).
www.urban.org/research/publication/five-democratic-approaches-social-security-reform-estimated-impact-plans-2020-presidential-campaign
Comments Off on CAAR – Urban Institute Reports – October 14, 2020
October 9, 2020
A. “Analysis of Benefit Estimates Shown in the Social Security Statement,” (Briefing Paper No. 2020-01, October 2020, HTML and .pdf format, 18p.).
www.ssa.gov/policy/docs/briefing-papers/bp2020-01.html
B. “SSI Recipients by State and County, 2019,” (October 2020, .pdf and Excel format, 115p.).
www.ssa.gov/policy/docs/statcomps/ssi_sc/2019/index.html
C. SSI Monthly Statistics, September 2020 (October 2020, pdf and Excel format, 10p.).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2020-09/index.html
Comments Off on CAAR – US Social Security Administration, Office of Retirement and Disability Policy Briefing Paper, Report, Periodical – October 9, 2020
“How Would Joe Biden Reform Social Security and Supplemental Security Income?” by Karen E. Smith, Richard W. Johnson, and Melissa M. Favreault (October 2020, .pdf and HTML format, 20p.).
www.urban.org/research/publication/how-would-joe-biden-reform-social-security-and-supplemental-security-income
Comments Off on CAAR – Urban Institute Issue Brief – October 9, 2020
October 1, 2020
International Update, September 2020 (September 2020, .pdf and HTML format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-09/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – October 1, 2020
September 24, 2020
“Save Our Social Security Now,” a hearing held September 24, 2020 (witness statements available in .pdf format, video of the full hearing available at the site, running time 2 hours 46 minutes). Note: Hearing begins at the 5:58 mark.
waysandmeans.house.gov/legislation/hearings/save-our-social-security-now
Comments Off on CAAR – US House Committee on Ways and Means, Subcommittee on Social Security Hearing Testimony – September 24, 2020
September 23, 2020
“Working and Claiming Behavior at Social Security’s Early Eligibility Age Among Men by Lifetime Earnings Decile,” by Hilary Waldron (ORES Working Paper No. 115, September 2020, .pdf and HTML format, 41p.). Note: A link to the abstract and the full-text of this paper is available at:
www.ssa.gov/policy/docs/workingpapers/wp115.html
Comments Off on CAAR – US Social Security Administration, Office of Retirement and Disability Policy Working Paper – September 23, 2020
August 20, 2020
“Trends in Working and Claiming Behavior at Social Security’s Early Eligibility Age by Sex,” by Hilary Waldron (ORES Working Paper No. 114, August 2020, .pdf and HTML format, 32p.). Note: A link to the abstract and the full-text of this paper is available at:
www.ssa.gov/policy/docs/workingpapers/wp114.html
Comments Off on CAAR – US Social Security Administration, Office of Retirement and Disability Policy Working Paper – August 20, 2020
August 18, 2020
Social Security Bulletin (Vol. 80, No. 3, August 2020, .pdf format).
www.ssa.gov/policy/docs/ssb/v80n3/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – August 18, 2020
August 4, 2020
Links to an abstract are available. For full text availability check your organization’s library.
A. “The Impact of Social Security on Pension Claiming and Retirement: Active vs. Passive Decisions,” by Rafael Lalive, Arvind Magesan, and Stefan Staubli (w27616, August 2020, .pdf format, 45p.).
www.nber.org/papers/w27616
B. “Nursing Home Staff Networks and COVID-19,” by M. Keith Chen, Judith A. Chevalier, and Elisa F. Long (w27608, August 2020, .pdf format, 22p.).
www.nber.org/papers/w27608
Comments Off on CAAR – National Bureau of Economic Research Working Papers – August 4, 2020
July 24, 2020
“Fast Facts & Figures About Social Security, 2020,” (July 2020, .pdf format, 37p.).
www.ssa.gov/policy/docs/chartbooks/fast_facts/2020/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Report – July 24, 2020
July 21, 2020
“The Impact of COVID-19 of Social Security and its Beneficiaries,” a hearing held July 17, 2020 (witness statements available in .pdf format, video of the full hearing available at the site running time 1 hour 59 minutes).
waysandmeans.house.gov/legislation/hearings/impact-covid-19-social-security-and-its-beneficiaries
Comments Off on CAAR – US House Committee on Ways and Means, Social Security Subcommittee Hearing Testimony – July 21, 2020
July 17, 2020
“The Impact of COVID-19 on Social Security and its Beneficiaries,” a hearing held July 17, 2020 (witness statements available in .pdf format, video of the full hearing available at the site running time 1 hour 59 minutes).
waysandmeans.house.gov/legislation/hearings/impact-covid-19-social-security-and-its-beneficiaries
Comments Off on CAAR – US House Committee on Ways and Means, Social Security Subcommittee Hearing Testimony – July 17, 2020
July 16, 2020
A. “OASDI Beneficiaries by State and County, 2019,” (July 2020, .pdf and Excel format, 181p.).
www.ssa.gov/policy/docs/statcomps/oasdi_sc/2019/index.html
B. SSI Monthly Statistics, June 2020 (July 2020, .pdf and Excel format, 10p.).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2020-06/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Report, Periodical – July 16, 2020
June 30, 2020
Links to an abstract are available. For full text availability check your organization’s library.
A. “Why Retirement, Social Security, and Age Discrimination Policies Need to Consider the Intersectional Experiences of Older Women,” by Ian Burn, Patrick Button, Theodore F. Figinski, and Joanne Song McLaughlin (w27450, June 2020, .pdf format, 18p.).
www.nber.org/papers/w27450
B. “Portfolio Delegation and 401(k) Plan Participant Responses to COVID-19,” by David Blanchett, Michael S. Finke, and Jonathan Reuter (w27438, June 2020, .pdf format, 21p.).
www.nber.org/papers/w27438
Comments Off on CAAR – National Bureau of Economic Research Working Papers – June 30, 2020
June 29, 2020
A. “OASDI Beneficiaries by State and ZIP Code, 2019,” (June 2020, .pdf, Excel, and HTML format, 273p.).
www.ssa.gov/policy/docs/statcomps/oasdi_zip/2019/index.html
B. International Update, June 2020 (June 2020, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-06/index.html
C. SSI Monthly Statistics, May 2020 (June 2020, HTML, Excel, and .pdf format, 10p.).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2020-05/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Report, Periodicals – June 29, 2020
June 16, 2020
“Retirement Security: BLS Should Explore Ways to Improve the Accuracy, Timeliness, and Relevance of Its Cost-of-Living Measurements,” (GAO-20-422, June 2020, .pdf format, 54p.).
www.gao.gov/products/GAO-20-422
Comments Off on CAAR – US Government Accountability Office Report – June 16, 2020
June 11, 2020
A. “How Does Earnings Inequality Affect Social Security Financing?” by Richard W. Johnson [Urban Institute] (June 2020, .pdf format, 10p.).
www.aarp.org/ppi/info-2020/how-does-earnings-inequality-affect-social-security-financing.html
B. “Medicare Beneficiaries’ Out-of-Pocket Spending for Health Care,” by Claire Noel-Miller (June 2020, .pdf format, 8p.).
www.aarp.org/ppi/info-2020/medicare-beneficiaries-out-of-pocket-spending-for-health-care.html
Comments Off on CAAR – AARP Public Policy Institute Reports – June 11, 2020
May 21, 2020
“Social Security, Labor Supply and Health of Older Workers: Quasi-Experimental Evidence from a Large Reform,” by Itay Saporta-Eksten, Ity Shurtz, and Sarit Weisburd (Discussion Paper No. 13263, May 2020, .pdf format, 49p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/13263
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – May 21, 2020
May 12, 2020
Links to an abstract are available. For full text availability check your organization’s library.
A. “The Wealth of Generations, With Special Attention to the Millennials,” by William G. Gale, Hilary Gelfond, Jason J. Fichtner, and Benjamin H. Harris (w27123, May 2020, .pdf format, 41p.).
www.nber.org/papers/w27123
B. “Social Security Wealth, Inequality, and Lifecycle Saving,” by John Sabelhaus and Alice Henriques Volz (w27110, May 2020, .pdf format, 43p.).
www.nber.org/papers/w27110
Comments Off on CAAR – National Bureau of Economic Research Working Papers – May 12, 2020
May 7, 2020
A. Social Security Bulletin (Vol. 80, No. 2, May 2020, .pdf format).
www.ssa.gov/policy/docs/ssb/v80n2/index.html
B. Congressional Statistics, 2019 (May 2020, .pdf and Excel format).
www.ssa.gov/policy/docs/factsheets/cong_stats/2019/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical, Report – May 7, 2020
May 6, 2020
“Social Security’s Financial Outlook: The 2020 Update in Perspective,” by Alicia H. Munnell (Issue Brief No. 20-7, April 2020, .pdf and Excel format, 8p.).
crr.bc.edu/briefs/social-securitys-financial-outlook-the-2020-update-in-perspective/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – May 6, 2020
April 16, 2020
A. “Employment at Older Ages and Social Security Benefit Claiming, 1980–2018,” by Patrick J. Purcell (Research and Statistics Note No. 2020-01, April 2020, .pdf and HTML format, 19p.).
www.ssa.gov/policy/docs/rsnotes/rsn2020-01.html
B. SSI Monthly Statistics, March 2020, (April 2020, .pdf and Excel format, 10p.).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2020-03/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Report, Periodical – April 16, 2020
April 15, 2020
Educational Gerontology (Vol. 46, No. 5, 2020).
www.tandfonline.com/toc/uedg20/46/5
International Social Security Review (Vol. 73, No. 1, January/March 2020).
onlinelibrary.wiley.com/toc/1468246x/2020/73/1
Comments Off on CAAR – Tables of Contents – April 15, 2020
April 8, 2020
“How the Coronavirus Could Permanently Cut Near-Retirees’ Social Security Benefits,” by Andrew G. Biggs (WP2020-06, April 2020, .pdf format, 16p.). Note: Links to the abstract and the full text of this paper available at:
repository.upenn.edu/prc_papers/675/
Comments Off on CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – April 8, 2020
March 25, 2020
A. “Social Security Programs Throughout the World: The Americas, 2019,” (March 2020, .pdf and HTML format, 288p.).
www.ssa.gov/policy/docs/progdesc/ssptw/2018-2019/americas/index.html
B. “DI & SSI Program Participants: Characteristics & Employment, 2015,” (March 2020, .pdf and HTML format, 31p.).
www.ssa.gov/policy/docs/chartbooks/di-ssi-employment/2015/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Reports – March 25, 2020
February 6, 2020
Social Security Bulletin (Vol. 80, No. 1, February 2020, .pdf format).
www.ssa.gov/policy/docs/ssb/v80n1/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – February 6, 2020
January 27, 2020
Links to an abstract are available. For full text availability check your organization’s library.
A. “Should the Government be Paying Investment Fees on $3 Trillion of Tax-Deferred Retirement Assets?” by Mattia Landoni and Stephen P. Zeldes (w26700, January 2020, .pdf format, 59p.).
www.nber.org/papers/w26700
B. “The Employment Effects of the Social Security Earnings Test,” by Alexander M. Gelber, Damon Jones, Daniel W. Sacks, and Jae Song (w26696, January 2020, .pdf format, 65p.).
www.nber.org/papers/w26696
C. “The State of Mental Health Among the Elderly Chinese,” by Yi Chen and Hanming Fang (w26690, January 2020, .pdf format, 25p.).
www.nber.org/papers/w26690
Comments Off on CAAR – National Bureau of Economic Research Working Papers – January 27, 2020
January 21, 2020
“Social Security Is a Great Equalizer,” by Wenliang Hou and Geoffrey T. Sanzenbacher (IB No. 20-2, January 2020, .pdf and Excel format, 6p.).
crr.bc.edu/briefs/social-security-is-a-great-equalizer/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – January 21, 2020
December 18, 2019
“Enhancing Social Security and Improving Retirement Security: Four Innovative Proposals,” (December 2019, .pdf format, 18p.). Note: Links to the four reports (.pdf format) available at the site.
www.nasi.org/research/2019/ensuring-social-security-adequacy-workers-four-innovative
Comments Off on CAAR – National Academy of Social Insurance Report – December 18, 2019
December 16, 2019
“CBO’s Long-Term Social Security Projections: Changes Since 2018 and Comparisons With the Social Security Trustees’ Projections,” (December 2019, .pdf format, 20p.).
www.cbo.gov/publication/55914
Comments Off on CAAR – US Congressional Budget Office Report – December 17, 2019
Age and Ageing (Vol. 49, No. 1, January 2020).
academic.oup.com/ageing/issue/49/1
European Review of Aging and Physical Activity (Vol. 16, No. 1, December 2019).
www.americanbar.org/groups/law_aging/publications/bifocal/volume-41-issue-2/
International Social Security Review (Vol. 72, No. 4, October/December 2019).
onlinelibrary.wiley.com/toc/1468246x/2019/72/4
Journals of Gerontology (B): Psychological Sciences (Vol. 75B, No. 1, January 2020).
academic.oup.com/psychsocgerontology/issue/75/1
Comments Off on CAAR – Tables of Contents – December 17, 2019
December 9, 2019
“Estimating the Effects of the Totalization Agreements,” by Ananth Seshadri (WP 2019-403, September 2019, .pdf format, 24p.). Note: Links to the abstract and the full text of this paper available at:
mrdrc.isr.umich.edu/pubs/estimating-the-effects-of-the-totalization-agreements/
Comments Off on CAAR – University of Michigan Retirement and Disability Research Center Working Paper – December 9, 2019
November 26, 2019
A. “Annual Statistical Supplement, 2019,” (November 2019, .pdf and Excel format, 432p.).
www.ssa.gov/policy/docs/statcomps/supplement/2019/index.html
B. “Earnings and Employment Data for Workers Covered Under Social Security and Medicare, by State and County, 2017,” (November 2019, .pdf and Excel format, 455p.).
www.ssa.gov/policy/docs/statcomps/eedata_sc/2017/index.html
C. SSI Monthly Statistics, October 2019 (November 2019, .pdf and Excel format, 10p.).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2019-10/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Reports, Periodical – November 26, 2019
November 22, 2019
“Are Social Security’s Actuarial Adjustments Still Correct?” by Alicia H. Munnell and Anqi Chen (IB No. 19-18, November 2019, .pdf and Excel format, 8p.).
crr.bc.edu/briefs/are-social-securitys-actuarial-adjustments-still-correct/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – November 22, 2019
November 11, 2019
Social Security Bulletin (Vol. 79, No. 4, November 2019, .pdf format).
www.ssa.gov/policy/docs/ssb/v79n4/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – November 11, 2019
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