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.).
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
“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.).
International Update, September 2020 (September 2020, .pdf and HTML format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-09/index.html
“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
“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:
“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:
Social Security Bulletin (Vol. 80, No. 3, August 2020, .pdf format).
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.).
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.).
“Fast Facts & Figures About Social Security, 2020,” (July 2020, .pdf format, 37p.).
www.ssa.gov/policy/docs/chartbooks/fast_facts/2020/index.html
“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
“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
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
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.).
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.).
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
“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.).
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
“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:
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.).
B. “Social Security Wealth, Inequality, and Lifecycle Saving,” by John Sabelhaus and Alice Henriques Volz (w27110, May 2020, .pdf format, 43p.).
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
“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/
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
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).
“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:
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
Social Security Bulletin (Vol. 80, No. 1, February 2020, .pdf format).
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.).
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.).
C. “The State of Mental Health Among the Elderly Chinese,” by Yi Chen and Hanming Fang (w26690, January 2020, .pdf format, 25p.).
“Social Security Is a Great Equalizer,” by Wenliang Hou and Geoffrey T. Sanzenbacher (IB No. 20-2, January 2020, .pdf and Excel format, 6p.).
“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
“CBO’s Long-Term Social Security Projections: Changes Since 2018 and Comparisons With the Social Security Trustees’ Projections,” (December 2019, .pdf format, 20p.).
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).
“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/
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
“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/
Social Security Bulletin (Vol. 79, No. 4, November 2019, .pdf format).
“Social Security Benefits: SSA Needs to Improve Oversight of Organizations that Manage Money for Vulnerable Beneficiaries,” (GAO-19-688, September 2019, .pdf format, 66p.).
“Social Security Programs Throughout the World: Africa, 2019,” (September 2019, .pdf and HTML format, 275p.).
www.ssa.gov/policy/docs/progdesc/ssptw/2018-2019/africa/index.html
Aging and Mental Health (Vol. 23, No. 11, 2019).
www.tandfonline.com/toc/camh20/23/11?nav=tocList
European Journal of Ageing (Vol. 16, No. 3, September 2019).
link.springer.com/journal/10433/16/3
International Social Security Review (Vol. 72, No. 3, July/September 2019).
onlinelibrary.wiley.com/toc/1468246x/2019/72/3
Research on Aging (Vol. 41, No. 10, December 2019).
“CBO’s 2019 Long-Term Projections for Social Security: Additional Information,” (September 2019, Excel format).
A. “Modeling Income in the Near Term 8 and 2014: Primer,” by Karen E. Smith and Melissa M. Favreault (April 2019, .pdf and HTML format, 49p.).
www.urban.org/research/publication/modeling-income-near-term-8-and-2014-primer
B. “How Shifting from Traditional IRAs to Roth IRAs Affects personal and Government Finances,” by Leonard E. Burman, William G. Gale, and Aaron Krupkin (September 2019, .pdf and HTML format, 28p.).
A. SSI Monthly Statistics, July 2019 (August 2019, HTML and .pdf format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2019-07/index.html
B. “Fast Facts & Figures About Social Security, 2019,” (August 2019, .pdf format, 37p.).
www.ssa.gov/policy/docs/chartbooks/fast_facts/2019/index.html
C. “OASDI Beneficiaries by State and County, 2018,” (August 2019, .pdf and Excel format, 181p.).
Links to an abstract are available. For full text availability check your organization’s library. “Using Vignettes to Improve Understanding of Social Security and Annuities,” by Anya Samek, Arie Kapteyn, and Andre Gray (w26176, August 2019, .pdf format, 43p.).
“Social Security Benefits, Finances, and Policy Options: A Primer,” (August 2019, .pdf and Powerpoint format, 42p.).
“Social Security and Medicare: Improved Schedule Management Needed for More Timely Trust Fund Reports,” (GAO-19-596, July 2019, .pdf format, 29p.).
A. Social Security Bulletin (Vol. 79, No. 3, August 2019, .pdf format).
www.ssa.gov/policy/docs/ssb/v79n3/index.html
B. “Trends in Social Security Disability Insurance,” (Briefing Paper No. 2019-01, August 2019, .pdf and HTML format, 26p.).
A. SSI Monthly Statistics, June 2019 (July 2019, HTML and .pdf format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2019-06/index.html
B. “OASDI Beneficiaries by State and ZIP Code, 2018,” (July 2019, .pdf and Excel format, 725p.).
A. “African American Economic Security and the Role of Social Security,” by Kilolo Kijakazi, Karen E. Smith, and Charmaine Runes (July 2019, .pdf format, 40p.).
www.urban.org/research/publication/african-american-economic-security-and-role-social-security
B. “Social Security’s Earliest Eligibility Age,” by Jack Smalligan, Aaron R. Williams, and Chantel Boyens (July 2019, .pdf and HTML format, 39p.).
www.urban.org/research/publication/social-securitys-earliest-eligibility-age
“Legislative Hearing on the Social Security 2100 Act,” a hearing held July 25, 2019 (witness statements available in .pdf format).
waysandmeans.house.gov/legislation/hearings/legislative-hearing-social-security-2100-act
“Assessing the President’s 2020 Budget: More for the Elderly, Bond Holders, and Almost No One Else,” by C. Eugene Steuerle, Erald Kolasi, and Caleb Quakenbush (June 2019, .pdf format, 9p.).
Links to an abstract are available. For full text availability check your organization’s library.
A. “Implications of Increasing College Attainment for Aging in General Equilibrium,” by Juan Carlos Conesa, Timothy J. Kehoe, Vegard M. Nygaard, and Gajendran Raveendranathan (w26000, June 2019, .pdf format, 45p.).
B. “The Political Economy of Social Security Reform,” by Michael J. Boskin, Diego J. Perez, and Daniel S. Bennett (w25985, June 2019, .pdf format, 30p.).
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