“CBO’s 2019 Long-Term Projections for Social Security: Additional Information,” (September 2019, Excel format).
September 16, 2019
CAAR – US Congressional Budget Office Data Release – September 16, 2019
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September 6, 2019
CAAR – Urban Institute Reports – September 6, 2019
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.).
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August 28, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical, Reports – August 28, 2019
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.).
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CAAR – National Bureau of Economic Research Working Paper – August 28, 2019
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.).
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August 19, 2019
CAAR – National Academy of Social Insurance Report – August 19, 2019
Filed under: Reports and Articles — Tags: social security — admin @ 5:44 pm
“Social Security Benefits, Finances, and Policy Options: A Primer,” (August 2019, .pdf and Powerpoint format, 42p.).
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August 14, 2019
CAAR – US Government Accountability Office Report – August 14, 2019
“Social Security and Medicare: Improved Schedule Management Needed for More Timely Trust Fund Reports,” (GAO-19-596, July 2019, .pdf format, 29p.).
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August 13, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical, Briefing Paper – August 13, 2018
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.).
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August 6, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical, Report – August 6, 2019
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.).
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August 1, 2019
CAAR – Urban Institute Reports – August 1, 2019
Filed under: Reports and Articles — Tags: social security — admin @ 5:35 pm
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
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July 25, 2019
CAAR – US House Ways and Means Committee Hearing Testimony – July 25, 2019
Filed under: Reports and Articles — Tags: social security — admin @ 5:54 pm
“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
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July 5, 2019
CAAR – Urban Institute Brief – July 5, 2019
“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.).
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June 25, 2019
CAAR – National Bureau of Economic Research Working Papers -June 25, 2019
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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June 13, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical, Report – June 13, 2019
A. SSI Monthly Statistics, May 2019 (June 2019, HTML and .pdf format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2019-05/index.html
B. “Earnings and Employment Data for Workers Covered Under Social Security and Medicare, by State and County, 2016,” (May 2019, .pdf, Excel, and HTML format, 455p.).
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June 12, 2019
CAAR – Center for Retirement Research at Boston College Issue Briefs – June 12, 2019
Filed under: Reports and Articles — Tags: pension, retirement, retirement benefits, social security, women — admin @ 3:44 pm
A. “Do Benefit Cuts Encourage Public Employees to Leave?” by Laura D. Quinby and Gal Wettstein (SLP No. 65, May 2019, .pdf and Excel format, 8p.).
crr.bc.edu/briefs/do-benefit-cuts-encourage-public-employees-to-leave/
B. “Women, Marriage, and the National Retirement Risk Index,” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No. 19-10, June 2019, .pdf and Excel format, 7p.).
crr.bc.edu/briefs/women-marriage-and-the-national-retirement-risk-index/
C. “The Implications of Social Security’s “Missing Trust Fund”,” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No. 19-9, June 2019, .pdf and Excel format, 6p.).
crr.bc.edu/briefs/the-implications-of-social-securitys-missing-trust-fund/
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May 21, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Report – May 21, 2019
Filed under: Reports and Articles — Tags: social security — admin @ 5:31 pm
“Annual Statistical Supplement, 2018,” (May 2019, .pdf, Excel, and HTML format, 446p.).
www.ssa.gov/policy/docs/statcomps/supplement/2018/index.html
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May 10, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – May 10, 2019
Filed under: Reports and Articles — Tags: social security — admin @ 5:30 pm
Social Security Bulletin (Vol. 79, No. 2, April 2019, .pdf format).
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May 8, 2019
CAAR – Center for Retirement Research at Boston College Issue Brief – May 8, 2019
Filed under: Reports and Articles — Tags: social security — admin @ 5:03 pm
“Social Security’s Financial Outlook: The 2019 Update in Perspective,” by Alicia H. Munnell (IB No. 19-8, May 2019, .pdf and Excel format, 7p.).
crr.bc.edu/briefs/social-securitys-financial-outlook-the-2019-update-in-perspective/
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May 7, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodicals – May 7, 2019
A. Congressional Statistics, 2018 (May 2019, .pdf and Excel format, 110p.).
www.ssa.gov/policy/docs/factsheets/cong_stats/2018/index.html
B. SSI Monthly Statistics, March 2019 (April 2019, .pdf format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2019-03/index.html
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April 29, 2019
CAAR – Tables of Contents – April 29, 2019
Filed under: Journal Table of Contents — Tags: Alzheimer's, elder abuse, gerontology, social security — admin @ 5:19 pm
International Social Security Review (Vol. 72, No. 2, April/June 2019).
onlinelibrary.wiley.com/toc/1468246x/2019/72/2
Journal of Alzheimer’s Disease (Vol. 68, No. 4, 2019).
content.iospress.com/journals/journal-of-alzheimers-disease/68/4
Journal of the American Geriatrics Society (Vol. 67, No. 5, May 2019).
onlinelibrary.wiley.com/toc/15325415/2019/67/5
Journal of Elder Abuse and Neglect (Vol. 31, No. 2, 2019).
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April 22, 2019
CAAR – US Social Security Administration Report – April 22, 2019
Filed under: Reports and Articles — Tags: social security — admin @ 4:54 pm
“The 2019 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Federal Disability Insurance Trust Funds,” (April 2019, .pdf format, 261p.).
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CAAR – US Congressional Budget Office Report – April 22, 2019
Filed under: Reports and Articles — Tags: social security — admin @ 4:52 pm
“Social Security Replacement Rates and Other Benefit Measures: An In-Depth Analysis,” (April 2019, .pdf format, 45p.).
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CAAR – National Academy of Social Insurance Report – April 22, 2019
Filed under: Reports and Articles — Tags: social security — admin @ 4:51 pm
“Assured Income,” by William Arnone, Peter Barnes, Renée M. Landers, and Griffin T. Murphy (March 2019, .pdf format, 63p.).
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April 11, 2019
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – April 11, 2019
Filed under: Working Papers — Tags: age discrimination, aging, annuities, pension, retirement, social security — admin @ 5:30 pm
A. “Population Aging, Age Discrimination, and Age Discrimination Protections at the 50th Anniversary of the Age Discrimination in Employment Act,” by Patrick Button (Discussion Paper No. 12265, March 2019, .pdf format, 30p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/12265
B. “Responding to Regulation: The Effects of Changes in Mandatory Retirement Laws on Firm-Provided Incentives,” by Anders Frederiksen and Colleen Flaherty Manchester (Discussion Paper No. 12264, March 2019, .pdf format, 42p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/12264
C. “Behavioral Impediments to Valuing Annuities: Complexity and Choice Bracketing,” by Jeffrey R. Brown, Arie Kapteyn, Erzo F.P. Luttmer, Olivia S. Mitchell, and Anya Samek (Discussion Paper No. 12263, March 2019, .pdf format, 34p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/12263
D. “Voluntary Job Separations and Traditional versus Flexible Workplace Saving Plans: Evidence from Canada,” by Tony Fang and Derek Messacar (Discussion Paper No. 12262, March 2019, .pdf format, 46p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/12262
E. “Endogenous Demographic Change, Retirement and Social Security,” by Giam Pietro Cipriani and Tamara Fioroni (Discussion Paper No. 12244, March 2019, .pdf format, 24p.). Note: Links to the abstract and the full text of this paper available at:
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April 10, 2019
CAAR – US House Ways and Means Committee, Social Security Subcommittee Hearing Testimony – April 10, 2019
Filed under: Legislation Information Updates — Tags: social security — admin @ 5:11 pm
“Comprehensive Legislative Proposals to Enhance Social Security,” a hearing held April 10, 2019 (witness statements available in .pdf format). Note: A link to the video of the full hearing available on YouTube can be found on the site.
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April 1, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical, Report – April 1, 2019
A. International Update, March 2019 (March 2019, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-03/index.html
B. “Social Security Programs Throughout the World: Asia and the Pacific, 2018,” (March 2019, .pdf format, 294p.).
www.ssa.gov/policy/docs/progdesc/ssptw/2018-2019/asia/index.html
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March 28, 2019
CAAR – Urban Institute Report – March 28, 2019
“Reforming the Social Security WEP Exposes Weaknesses in State and Local Pensions,” by Chantel Boyens, Erald Kolasi, and Jack Smalligan (March 2019, .pdf format, 26p.).
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March 18, 2019
CAAR – US House Committee on Ways and Means, Social Security Subcommittee Hearing Testimony – March 18, 2019
Filed under: Legislation Information Updates — Tags: social security — admin @ 5:53 pm
“Protecting And Improving Social Security: Benefit Enhancements,” a hearing held March 13, 2019 (witness statements available in .pdf format).
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March 13, 2019
CAAR – US House Committee on Ways and Means, Social Security Subcommittee Hearing Testimony – March 13, 2019
Filed under: Legislation Information Updates — Tags: social security — admin @ 6:09 pm
“Protecting and Improving Social Security: Enhancing Social Security to Strengthen the Middle Class,” a hearing held March 12, 2019 (witness statement available in .pdf format).
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February 28, 2019
CAAR – National Bureau of Economic Research Working Papers – February 28, 2019
Links to an abstract are available. For full text availability check your organization’s library.
A. “Household Responses to Transfers and Liquidity: Evidence from Social Security’s Survivors Benefits,” by Itzik Fadlon, Shanthi P. Ramnath, and Patricia K. Tong (w25586, February 2019, .pdf format, 46p.).
B. “Employer Concerns and Responses to an Aging Workforce,” by Robert L. Clark, Steven Nyce, Beth Ritter, and John B. Shoven (w25572, February 2019, .pdf format, 44p.).
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February 21, 2019
CAAR – Urban Institute Brief – February 21, 2019
Filed under: Reports and Articles — Tags: social security — admin @ 5:03 pm
“How Do Lifetime Social Security Benefits and Taxes Differ by Earnings?” by C. Eugene Steuerle, Damir Cosic, and Caleb Quakenbush (February 2019, .pdf format, 11p.).
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February 14, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – February 14, 2018
Filed under: Reports and Articles — Tags: social security — admin @ 5:49 pm
Social Security Bulletin (Vol. 79, No. 1, January 2019, .pdf format).
www.ssa.gov/policy/docs/ssb/v79n1/index.html
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CAAR – Brookings Institution Reports – February 14, 2018
Filed under: Reports and Articles — Tags: labor force participation, Medicare, retirement, social security — admin @ 5:43 pm
A. “Working longer policies: Framing the issues,” by Martin Neil Baily and Benjamin H. Harris (January 2019, .pdf format, 26p.).
www.brookings.edu/research/working-longer-policies-framing-the-issues/
B. “Enhancing work incentives for older workers: Social Security and Medicare proposals to reduce work disincentives,” by Robert L. Clark and John B. Shoven (January 2019, .pdf format, 20p.).
C. “Proposals to keep older people in the labor force,” by Alicia H. Munnell and Abigail N. Walters (January 2019, .pdf format, 65p.).
www.brookings.edu/research/proposals-to-keep-older-people-in-the-labor-force/
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February 7, 2019
CAAR – National Bureau of Economic Research Working Papers – February 7, 2019
Filed under: Working Papers — Tags: aging, caregivers/caregiving, immigrants, retirement, social security — admin @ 4:31 pm
Links to an abstract are available. For full text availability check your organization’s library.
A. “Do Immigrants Delay Retirement and Social Security Claiming?” by Mary J. Lopez and Sita Slavov (w25518, February 2019, .pdf format, 32p.).
B. “The Costs and Benefits of Caring: Aggregate Burdens of an Aging Population,” by Finn Kydland and Nick Pretnar (w25498, February 2019, .pdf format, 36p.).
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CAAR – Tables of Contents – February 7, 2019
Health Affairs (Vol. 38, No. 2, February 2019).
www.healthaffairs.org/toc/hlthaff/38/2
International Journal of Aging and Human Development (Vol. 88, No. 2, March 2019).
journals.sagepub.com/toc/ahdb/88/2
International Social Security Review (Vol. 72, No. 1, January/March 2019).
onlinelibrary.wiley.com/toc/1468246x/2019/72/1
Public Policy and Aging Report (Vol. 29, No. 1, 2019).
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January 24, 2019
CAAR – Brookings Institution Report – January 24, 2019
Filed under: Reports and Articles — Tags: Medicare, social security, work incentives — admin @ 5:16 pm
“Enhancing work incentives for older workers: Social Security and Medicare proposals to reduce work disincentives,” by Robert L. Clark and John B. Shoven (January 2019, .pdf format, 20p.).
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January 16, 2019
CAAR – Center for Retirement Research at Boston College Issue Brief – January 16, 2019
Filed under: Reports and Articles — Tags: social security — admin @ 5:42 pm
“Modernizing Social Security: Minimum Benefits,” by Andrew D. Eschtruth and Alicia H. Munnell (IB No. 19-2, January 2019, .pdf and Excel format, 8p.).
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January 10, 2019
CAAR – Center for Retirement Research at Boston College Working Papers – January 10, 2019
A. “Competition, Asymmetric Information, and the Annuity Puzzle: Evidence from a Government-Run Exchange in Chile,” by Gastón Illanes and Manisha Padi (WP No. 2019-2, January 2019, .pdf format, 60p.). Note: Links to the abstract and the full text of the paper available at:
B. “Failure to Contribute: An Estimate of the Consequences of Non- and Underpayment of Self-Employment Taxes by Independent Contractors and On-Demand Workers on Social Security,” by Caroline Bruckner and Thomas L. Hungerford (WP No. 2019-1, January 2019, .pdf format, 40p.). Note: Links to the abstract and the full text of the paper available at:
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January 3, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – January 3, 2019
International Update, December 2018 (December 2018, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2018-12/index.html
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January 2, 2019
CAAR – National Bureau of Economic Research Working Paper – January 2, 2019
Links to an abstract are available. For full text availability check your organization’s library. “Social Security and Retirement Timing: Evidence from a National Sample of Teachers,” by Melinda S. Morrill and John Westall (w25411, December 2018, .pdf format, 40p.).
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December 27, 2018
CAAR – National Bureau of Economic Research Working Papers – December 27, 2018
Filed under: Working Papers — Tags: early life, health, retirement, social security — admin @ 4:44 pm
Links to an abstract are available. For full text availability check your organization’s library.
A. “Social Security Reforms and the Changing Retirement Behavior in Sweden,” by Marten Palme and Lisa Laun (w25394, December 2018, .pdf format, 23p.).
B. “Multigenerational Effects of Early Life Health Shocks,” by C. Justin Cook, Jason M. Fletcher, and Angela Forgues (w25377, December 2018, .pdf format, 30p.).
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December 12, 2018
CAAR – US Congressional Budget Office Report – December 12, 2018
Filed under: Reports and Articles — Tags: social security — admin @ 4:22 pm
“CBO’s Long-Term Social Security Projections: Changes Since 2017 and Comparisons With the Social Security Trustees’ Projections,” (December 2018, .pdf format, 14p.).
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November 21, 2018
CAAR – Urban Institute Report – November 21, 2018
“Is It Time to Raise the Social Security Retirement Age?” by Richard W. Johnson (November 2018, .pdf and HTML format, 60p.).
www.urban.org/research/publication/it-time-raise-social-security-retirement-age
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November 19, 2018
CAAR – National Bureau of Economic Research Working Papers – November 19, 2018
Links to an abstract are available. For full text availability check your organization’s library.
A. “The Evolution of Retirement Incentives in the U.S.,” by Courtney Coile (w25281, November 2018, .pdf format, 34p.).
B. “Social Security Programs and Retirement Around the World: Reforms and Retirement Incentives – Introduction and Summary,” by Axel H. Börsch-Supan and Courtney Coile (w25280, November 2018, .pdf format, 26p.).
C. “A Lifetime of Changes: State Pensions and Work Incentives at Older Ages in the UK, 1948-2018,” by James Banks and Carl Emmerson (w25261, November 2018, .pdf format, 37p.).
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November 12, 2018
CAAR – National Bureau of Economic Research Working Papers – November 12, 2018
Filed under: Working Papers — Tags: employment and unemployment, saving, social security — admin @ 5:08 pm
Links to an abstract are available. For full text availability check your organization’s library.
A. “Social Security Programs and the Elderly Employment in Japan,” by Takashi Oshio, Akiko S. Oishi, Satoshi Shimizutani (w25243, November 2018, .pdf format, 34p.).
B. “Social Security Programs and Employment at Older Ages in the Netherlands,” by Klaas de Vos, Arie Kapteyn, and Adriaan Kalwij (w25250, November 2018, .pdf format, 27p.).
C. “Saving Regret,” by Axel H. Börsch-Supan, Tabea Bucher-Koenen, Michael D. Hurd, and Susann Rohwedder (w25238, November 2018, .pdf format, 56p.).
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November 8, 2018
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – November 8, 2018
Filed under: Reports and Articles — Tags: social security — admin @ 4:44 pm
Social Security Bulletin (Vol. 78, No. 4, November 2018, .pdf format).
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November 1, 2018
CAAR – Center for Retirement Research at Boston College Working Papers – November 1, 2018
Filed under: Working Papers — Tags: social security — admin @ 3:52 pm
A. “The Minimum Wage and Incentives for Full-Time Work Under the Social Security Retirement Earnings Test,” by Gary V. Engelhardt (WP No. 2018-13, October 2018, .pdf format, 35p.). Note: Links to the abstract and the full text of the paper available at:
B. “Would Greater Awareness of Social Security Survivor Benefits Affect Claiming Decisions?” by Anek Belbase and Laura D. Quinby (WP No. 2018-12, October 2018, .pdf and Excel format, 44p.). Note: Links to the abstract and the full text of the paper available at:
Would Greater Awareness of Social Security Survivor Benefits Affect Claiming Decisions?
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CAAR – Tables of Contents – November 1, 2018
Filed under: Journal Table of Contents — Tags: aging, dementia, gerontology, social security — admin @ 3:47 pm
Dementia (Vol. 17, No. 8, November 2018).
journals.sagepub.com/toc/dema/17/8
International Social Security Review (Vol. 71, No. 4, October/December 2018).
onlinelibrary.wiley.com/toc/1468246x/2018/71/4
Journal of Applied Gerontology (Vol. 37, No. 12, December 2018).
journals.sagepub.com/toc/jaga/37/12
Research on Aging (Vol. 40, No. 10, December 2018).
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October 26, 2018
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Reports, Periodicals – October 26, 2018
Filed under: Reports and Articles — Tags: disability, pension, social security, SSI — admin @ 1:32 pm
A. “Annual Statistical Report on the Social Security Disability Insurance Program, 2017,” (October 2018, .pdf and Excel format, 194p.).
www.ssa.gov/policy/docs/statcomps/di_asr/2017/index.html
B. “Social Security Programs Throughout the World: Europe, 2018,” (September 2018, .pdf format, 386p.).
www.ssa.gov/policy/docs/progdesc/ssptw/2018-2019/europe/index.html
C. International Update, September 2018 (September 2018, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2018-09/index.html
D. SSI Monthly Statistics, September 2018 (October 2018, HTML and .pdf format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2018-09/index.html
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CAAR – Urban Institute Report – October 26, 2018
“Social Security and Medicare Lifetime Benefits and Taxes: 2018 Update,” by C. Eugene Steuerle and Caleb Quakenbush (Ocotber 2018, .pdf and HTML format, 24p.).
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October 16, 2018
CAAR – Tables of Contents – October 16, 2018
International Social Security Review (Vol. 71, No. 3, July/September 2018).
onlinelibrary.wiley.com/journal/1468246x
Journal of the American Geriatrics Society (Vol. 66, No. 10, October 2018).
onlinelibrary.wiley.com/toc/15325415/2018/66/10
Journal of Applied Gerontology (Vol. 37, No. 11, November 2018).
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