CDHA CAAR

February 8, 2018

CAAR – US House Committee on Ways and Means, Subcommittee on Social Security Hearing Testimony – February 8, 2018

Filed under: Legislation Information Updates — Tags: , — admin @ 4:50 pm

Ensuring Social Security Serves America’s Veterans,” a hearing held February 7, 2018 (witness statements available in .pdf format).

waysandmeans.house.gov/event/hearing-ensuring-social-security-serves-americas-veterans/

February 5, 2018

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Report, Periodical – February 5, 2018

Filed under: Reports and Articles — Tags: , , , — admin @ 3:58 pm

A. “Expenditures of the Aged Chartbook, 2015,” (January 2018, HTML and .pdf format, 38p.).

www.ssa.gov/policy/docs/chartbooks/expenditures_aged/2015/index.html

B. Social Security Bulletin (Vol. 78, No. 1, February 2018, HTML and .pdf format, 75p.).

www.ssa.gov/policy/docs/ssb/v78n1/index.html

C. SSI Monthly Statistics, December 2017 (January 2018, HTML and .pdf format).

www.ssa.gov/policy/docs/statcomps/ssi_monthly/2017-12/index.html

D. International Update, January 2018 (January 2018, .pdf format, 3p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2018-01/index.html

 

January 8, 2018

CAAR – US Government Accountability Office Report – January 8, 2018

Filed under: Reports and Articles — Tags: , — admin @ 5:09 pm

Social Security Disability: Additional Measures and Evaluation Needed to Enhance Accuracy and Consistency of Hearings Decisions,” (GAO-18-37, December 2017, .pdf format, 84p.).

www.gao.gov/products/GAO-18-37

 

January 4, 2018

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Statistical Note, Periodicals – January 4, 2017

Filed under: Reports and Articles — Tags: , , — admin @ 5:03 pm

A. “A Field Guide to Social Security Distributional Analysis,” by Mark A. Sarney (Research and Statistics Note No. 2017-02, December 2017, .pdf format, 19p.).

www.ssa.gov/policy/docs/rsnotes/rsn2017-02.html

B. International Update, December 2017 (December 2017, .pdf and HTML format, 4p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2017-12/index.html

C. SSI Monthly Statistics, November 2017 (December 2017, HTML and .pdf format).

www.ssa.gov/policy/docs/statcomps/ssi_monthly/2017-11/index.html

January 3, 2018

CAAR – Center for Retirement Research at Boston College Working Paper – January 3, 2017

Filed under: Working Papers — Tags: — admin @ 4:33 pm

How to Pay for Social Security’s Missing Trust Fund?” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (WP No. 2017-18, December 2017, .pdf format, 22p.). Note: Links to the abstract and the full text of the paper available at:

How to Pay for Social Security’s Missing Trust Fund?

CAAR – Urban Institute Brief – January 3, 2017

Filed under: Reports and Articles — Tags: , — admin @ 4:29 pm

How Might Restricting Immigration Affect Social Security’s Finances?” by Damir Cosic and Richard W. Johnson (December 2017, .pdf format, 11p.).

www.urban.org/research/publication/how-might-restricting-immigration-affect-social-securitys-finances

January 2, 2018

CAAR – Tables of Contents – January 2, 2018

Filed under: Journal Table of Contents — Tags: , , , — admin @ 4:53 pm

Alzheimer’s and Dementia (Vol. 14, No. 1, January 2018).

www.alzheimersanddementia.com/issue/S1552-5260(17)X0003-4

American Journal of Alzheimer’s Disease & Other Dementias (Vol. 33, No. 1, February 2018).

journals.sagepub.com/toc/ajae/33/1

European Journal of Palliative Care (Vol. 24, No. 6, November/December 2017).

www.haywardpublishing.co.uk/_year_search_review.aspx?JID=4&Year=2017&Edition=626

International Social Security Review (Vol. 70, No. 4, October/December 2017).

onlinelibrary.wiley.com/doi/10.1111/issr.2017.70.issue-4/issuetoc

December 19, 2017

CAAR – National Bureau of Economic Research Working Papers – December 19, 2017

Links to an abstract are available. For full text availability check your organization’s library.

A. “The Mortality Effects of Retirement: Evidence from Social Security Eligibility at Age 62,” by Maria D. Fitzpatrick and Timothy J. Moore (w24127, December 2017, .pdf format, 62p.).

papers.nber.org/papers/w24127

B. “Incentivizing Better Quality of Care: The Role of Medicaid and Competition in the Nursing Home Industry,” by Martin B. Hackmann (w24133, December 2017, .pdf format, 45p.).

papers.nber.org/papers/w24133

December 12, 2017

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Periodicals, Reports – December 12, 2017

Filed under: Reports and Articles — Tags: , , — admin @ 4:57 pm

A. International Update, November 2017 (November 2017, .pdf and HTML format, 4p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2017-11/index.html

B. SSI Monthly Statistics, October 2017 (November 2017, HTML and .pdf format).

www.ssa.gov/policy/docs/statcomps/ssi_monthly/2017-10/index.html

C. “SSI Annual Statistical Report, 2016,” (November 2017, .pdf and Excel format, 165p.).

www.ssa.gov/policy/docs/statcomps/ssi_asr/2016/index.html

D. “OASDI Beneficiaries by State and ZIP Code, 2016,” (November 2017, .pdf and Excel format, 723p.).

www.ssa.gov/policy/docs/statcomps/oasdi_zip/2016/index.html

December 7, 2017

CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – December 7, 2017

Filed under: Working Papers — Tags: , , — admin @ 4:38 pm

The Macroeconomic Effects of Longevity Risk under Private and Public Insurance and Asymmetric Information,” by Ben J. Heijdra, Yang Jiang, and Jochen O. Mierau (CESifo Working Paper No. 6767, November 2017, .pdf format, 49p.). Note: Links to the abstract and the full text of the paper available at:

www.cesifo-group.de/ifoHome/publications/docbase/DocBase_Content/WP/WP-CESifo_Working_Papers/wp-cesifo-2017/wp-cesifo-2017-11/12012017006767.html

November 7, 2017

CAAR – US Social Security Administration Periodical – November 7, 2017

Filed under: Reports and Articles — Tags: — admin @ 5:14 pm

Social Security Bulletin (Vol. 77, No. 4, November 2017, HTML and .pdf format, 44p.).

www.ssa.gov/policy/docs/ssb/v77n4/index.html

October 30, 2017

CAAR – US Congressional Budget Office Report – October 30, 2017

Filed under: Reports and Articles — Tags: — admin @ 4:42 pm

Changes to CBO’s Long-Term Social Security Projections Since 2016,” (October 2017, .pdf format, 8p.).

www.cbo.gov/publication/53209

CAAR – Table of Contents – October 30, 2017

Filed under: Journal Table of Contents — Tags: — admin @ 4:33 pm

International Social Security Review (Vol. 70, No. 3, July/September 2017).

onlinelibrary.wiley.com/doi/10.1111/issr.2017.70.issue-3/issuetoc

October 24, 2017

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Report, Periodical – October 24, 2017

Filed under: Reports and Articles — Tags: , , — admin @ 5:28 pm

A. “Annual Statistical Report on the Social Security Disability Insurance Program, 2016,” (October 2017, .pdf, Excel and HTML format, 188p.).

www.ssa.gov/policy/docs/statcomps/di_asr/2016/index.html

B. International Update, October 2017 (October 2017, .pdf and HTML format, 3p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2017-10/index.html

October 5, 2017

CAAR – Center for Retirement Research at Boston College Working Papers – October 5, 2017

Filed under: Working Papers — Tags: , , , , — admin @ 3:51 pm

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/

October 3, 2017

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Statistical Note, Reports, Periodical – October 3, 2017

Filed under: Reports and Articles — Tags: , , — admin @ 5:13 pm

A. “Social Security Retirement Benefit Claiming-Age Combinations Available to Married Couples,” by Brian J. Alleva (Reseach and Statistical Note No. 2017-01, September 2017, .pdf and HTML format, 13p.).

www.ssa.gov/policy/docs/rsnotes/rsn2017-01.html

B. “Social Security Programs Throughout the World: Africa, 2017,” (September 2017, .pdf and HTML format, 248p.).

www.ssa.gov/policy/docs/progdesc/ssptw/2016-2017/africa/index.html

C. “SSI Recipients by State and County, 2016,” (September 2017, .pdf, HTML, and Excel format, 115p.).

www.ssa.gov/policy/docs/statcomps/ssi_sc/2016/index.html

D. International Update, September 2017 (September 2017, .pdf and HTML format, 3p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2017-09/index.html

 

September 28, 2017

CAAR – Center for Retirement Research at Boston College Working Papers – September 28, 2017

Filed under: Working Papers — Tags: , , — admin @ 4:45 pm

A. “Dementia, Help with Financial Management, and Well-Being,” by Anek Belbase and Geoffrey T. Sanzenbacher (WP No. 2017-11, September 2017, .pdf format, 26p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/dementia-help-with-financial-management-and-well-being/

B. “The Behavioral and Consumption Effects of Social Security Changes,” by Wenliang Hou and Geoffrey T. Sanzenbacher (WP No. 2017-10, September 2017, .pdf format, 25p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/the-behavioral-and-consumption-effects-of-social-security-changes/

September 18, 2017

CAAR – University of Michigan Retirement Research Center Working Paper – September 18, 2017

Filed under: Working Papers — Tags: — admin @ 5:01 pm

Adjusting the Payroll Tax to Promote Longer Careers,” by John P. Laitner and Daniel Silverman (WP 2017-363, September 2017, .pdf format, 32p.). Note: Links to the abstract and the full text of the paper available at:

www.mrrc.isr.umich.edu/Publication/Abstract/1168?ptid=1

August 31, 2017

CAAR – Public Library of Science (PLoS) Article – August 31, 2017

Filed under: Reports and Articles — Tags: , — admin @ 4:59 pm

Financial forecasts accuracy in Brazil’s social security system,” by Carlos Patrick Alves da Silva, Claudio Alberto Castelo Branco Puty, Marcelino Silva da Silva, Solon Venancio de Carvalho, and Carlos Renato Lisboa Franccs (PLoS ONE 12(8): e0184353. doi.org/10.1371/journal.pone.0184353, XML, HTML, and .pdf format, 20p.).

journals.plos.org/plosone/article?id=10.1371%2Fjournal.pone.0184353

August 28, 2017

CAAR – National Bureau of Economic Research Working Paper – August 28, 2017

Filed under: Reports and Articles — Tags: — admin @ 4:23 pm

Links to an abstract are available. For full text availability check your organization’s library. “Social Security Claiming Decisions: Survey Evidence,” by John B. Shoven, Sita Nataraj Slavov, and David A. Wise (w23729, August 2017, .pdf format, 33p.).

www.nber.org/papers/w23729

August 23, 2017

CAAR – Tables of Contents – August 23, 2017

Filed under: Journal Table of Contents — Tags: , , — admin @ 5:05 pm

Ageing International (Vol. 42, No. 3, September 2017).

link.springer.com/journal/12126/42/3/page/1

International Social Security Review (Vol. 70, No. 2, April/June 2017).

onlinelibrary.wiley.com/doi/10.1111/issr.2017.70.issue-2/issuetoc

Journal of Gerontological Social Work (Vol. 60, No. 5, 2017).

www.tandfonline.com/toc/wger20/60/5?nav=tocList

Journal of Population Ageing (Vol. 10, No. 3, September 2017).

link.springer.com/journal/12062/10/3/page/1

Journal of Women and Aging (Vol. 29, No. 5, 2017).

www.tandfonline.com/toc/wjwa20/29/5?nav=tocList&

August 21, 2017

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Report – August 21, 2017

Filed under: Reports and Articles — Tags: — admin @ 5:01 pm

Annual Statistical Supplement, 2016,” (May 2017, .pdf, HTML, and Excel format, 472p.).

www.ssa.gov/policy/docs/statcomps/supplement/2016/index.html

August 17, 2017

CAAR – US Social Security Administration Periodicals, Report – August 17, 2017

Filed under: Reports and Articles — Tags: , , — admin @ 4:51 pm

A. Social Security Bulletin (Vol. 77, No. 3, August 2017, HTML and .pdf format, 38p.).

www.ssa.gov/policy/docs/ssb/v77n3/index.html

B. International Update, July 2017 (July 2017, .pdf and HTML format, 3p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2017-07/index.html

C. SSI Monthly Statistics, June 2017 (July 2017, .pdf and HTML format).

www.ssa.gov/policy/docs/statcomps/ssi_monthly/2017-06/index.html

D. “OASDI Beneficiaries by State and County, 2016,” (August 2017, .pdf, HTML, and Excel format, 181p.).

www.ssa.gov/policy/docs/statcomps/oasdi_sc/2016/index.html

 

CAAR – National Bureau of Economic Research Working Papers – August 17, 2017

Filed under: Working Papers — Tags: , , , , — admin @ 4:49 pm

Links to an abstract are available. For full text availability check your organization’s library.

A. “Debt and Financial Vulnerability on the Verge of Retirement,” by Annamaria Lusardi, Olivia S. Mitchell, and Noemi Oggero (w23664, August 2017, .pdf format, 41p.).

www.nber.org/papers/w23664

B. “Survival Ambiguity and Welfare,” by Frank N. Caliendo, Aspen Gorry, and Sita Slavov (w23668, August 2017, .pdf format, 34p.).

www.nber.org/papers/w23648

July 24, 2017

CAAR – National Bureau of Economic Research Working Papers – July 24, 2017

Filed under: Working Papers — Tags: , , , — admin @ 4:45 pm

Links to an abstract are available. For full text availability check your organization’s library.

A. “Paternalism and Pseudo-Rationality,” by Itzik Fadlon and David Laibson (w23620, July 2017, .pdf format, 33p.).

www.nber.org/papers/w23620

B. “The Effects of the Affordable Care Act on Health Insurance Coverage and Labor Market Outcomes,” by Mark Duggan, Gopi Shah Goda, and Emilie Jackson (w23607, July 2017, .pdf format, 59p.).

www.nber.org/papers/w23607

July 21, 2017

CAAR – Center for Retirement Research at Boston College Issue Brief – July 21, 2017

Filed under: Reports and Articles — Tags: — admin @ 4:52 pm

“Social Security’s Financial Outlook: The 2017 Update in Perspective,” by Alicia H. Munnell (IB No. 17-13, July 2017, .pdf format, 9p.).

crr.bc.edu/briefs/social-securitys-financial-outlook-the-2017-update-in-perspective/

July 17, 2017

CAAR – National Academy of Social Insurance Brief – July 17, 2017

Filed under: Reports and Articles — Tags: — admin @ 5:01 pm

Social Security Finances: Findings of the 2017 Trustees Report,” by Elliot Schreur and Benjamin Veghte (Social Security Brief No. 50, July 2017, .pdf format, 12p.).

www.nasi.org/research/2017/social-security-finances-findings-2017-trustees-report

July 14, 2017

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Report – July 14, 2017

Earnings and Employment Data for Workers Covered Under Social Security and Medicare, by State and County, 2014,” (Publication No. 13-11784, July 2017, .pdf and Excel format, 455p.).

www.ssa.gov/policy/docs/statcomps/eedata_sc/2014/index.html

CAAR – US House Committee on Ways and Means, Subcommittee on Social Security Hearing Testimony – July 14, 2017

Filed under: Legislation Information Updates — Tags: — admin @ 4:47 pm

Social Security’s Solvency Challenge: Status of the Social Security Trust Funds,” a hearing held July 14, 2017, (witness statements available in .pdf format, video of the full hearing available at the site, running time 46 minutes 17 seconds).

waysandmeans.house.gov/event/hearing-social-securitys-solvency-challenge-status-social-security-trust-funds/

July 13, 2017

CAAR – US Social Security Administration Report – July 13, 2017

Filed under: Reports and Articles — Tags: — admin @ 5:21 pm

The 2017 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Federal Disability Insurance Trust Funds,” (July 2017, .pdf format, 261p.).

www.ssa.gov/OACT/TR/2017/

June 15, 2017

CAAR – National Bureau of Economic Research Working Paper – June 15, 2017

Filed under: Working Papers — Tags: , , — admin @ 4:55 pm

Links to an abstract are available. For full text availability check your organization’s library.

A. “Social Security and Saving: An Update,” by Sita Slavov, Devon Gorry, Aspen Gorry, and Frank N. Caliendo (w23506, June 2017, .pdf format, 40p.).

www.nber.org/papers/w23506

B. “Planning for Retirement? The Importance of Time Preferences,” by Robert L. Clark, Robert G. Hammond, Christelle Khalaf, and Melinda Sandler Morrill (w23501, June 2017, .pdf format, 40p.).

www.nber.org/papers/w23501

May 30, 2017

CAAR – Center for Retirement Research at Boston College Issue Brief – May 30, 2017

Filed under: Reports and Articles — Tags: — admin @ 4:58 pm

What Are the Costs and Benefits of Social Security Investing in Equities?” by Gary Burtless, Anqi Chen, Wenliang Hou, and Alicia H. Munnell (IB 17-10, May 2017, .pdf and Excel format, 10p.).

crr.bc.edu/briefs/what-are-the-costs-and-benefits-of-social-security-investing-in-equities/

May 22, 2017

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Periodical – May 22, 2017

Filed under: Reports and Articles — Tags: , — admin @ 4:50 pm

International Update, May 2017, (May 2017, .pdf and HTML format, 3p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2017-05/index.html

May 15, 2017

CAAR – Center for Retirement Research at Boston College Issue Brief – May 15, 2017

Filed under: Working Papers — Tags: , , , — admin @ 5:12 pm

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/

May 4, 2017

CAAR – Center for Retirement Research at Boston College Working Papers – May 4, 2017

Filed under: Working Papers — Tags: , — admin @ 4:56 pm

A. “An Experimental Analysis of Modifications to the Survivor Benefit Information within the Social Security Statement,” by Jeffrey Diebold and Susan Camilleri (WP No. 2017-5, May 2017, .pdf format, 81p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/an-experimental-analysis-of-modifications-to-the-survivor-benefit-information-within-the-social-security-statement/

B. “Actuarial Inputs and the Valuation of Public Pension Liabilities and Contribution Requirements: A Simulation Approach,” by Gang Chen and David S. T. Matkin (WP No. 2017-4, May 2017, .pdf format, 26p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/actuarial-inputs-and-the-valuation-of-public-pension-liabilities-and-contribution-requirements-a-simulation-approach/

May 2, 2017

CAAR – National Bureau of Economic Research Working Paper – May 2, 2017

Filed under: Working Papers — Tags: , — admin @ 5:18 pm

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

May 1, 2017

CAAR – Tables of Contents – May 1, 2017

Filed under: Journal Table of Contents — Tags: , , — admin @ 5:14 pm

Age and Ageing (Vol. 46, No. 3, May 2017).

academic.oup.com/ageing/issue/46/3

International Social Security Review (Vol. 70, No. 1, January/March 2017).

onlinelibrary.wiley.com/doi/10.1111/issr.2017.70.issue-1/issuetoc

Journal of Aging & Social Policy (Vol. 29, No. 2, 2017).

www.tandfonline.com/toc/wasp20/29/2?nav=tocList

Journal of the American Geriatrics Society (Vol. 65, Suppl. 1, May 2017).

onlinelibrary.wiley.com/doi/10.1111/jgs.2017.65.issue-S1/issuetoc

April 27, 2017

CAAR – US House Committee on Ways and Means, Subcommittee on Social Security Hearing Testimony – April 27, 2017

Filed under: Legislation Information Updates — Tags: , , — admin @ 4:47 pm

Hearing on Stopping Disability Fraud: Risk, Prevention, and Detection,” a hearing held April 26, 2017 (witness statements available .pdf format, video of the full hearing available at the site, running time 1 hour and 4 minutes). Note: Hearing begins at the 5:22 mark

waysandmeans.house.gov/event/hearing-stopping-disability-fraud-risk-prevention-detection/

CAAR – US Government Accountability Office Report – April 27, 2017

Filed under: Reports and Articles — Tags: , , — admin @ 4:46 pm

SSA Disability Benefits: Comprehensive Strategic Approach Needed to Enhance Antifraud Activities,” (GAO-17-228, April 2017, .pdf format, 38p.).

www.gao.gov/products/GAO-17-228

April 24, 2017

CAAR – Center for Retirement Research at Boston College Working Paper – April 24, 2017

Filed under: Working Papers — Tags: — admin @ 5:13 pm

Why Are U.S. Households Claiming Social Security Later?” by Wenliang Hou, Alicia H. Munnell, Geoffrey T. Sanzenbacher, and Yinji Li (WP 2017-3, April 2017, .pdf format, 24p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/why-are-u-s-households-claiming-social-security-later/

April 21, 2017

CAAR – US Internal Revenue System Working Paper – April 21, 2017

Filed under: Working Papers — Tags: , — admin @ 5:21 pm

Using Panel Tax Data to Examine the Transition to Retirement,” by Peter J. Brady, Steven Bass, Jessica Holland, and Kevin Pierce (April 2017, .pdf and Excel format, 86p.). Note: Link to related Excel tables (www.irs.gov/pub/irs-soi/17rpbbhptables.xls).

Abstract:

Using panel data from the Internal Revenue Service’s Statistics of Income (SOI) Division, we find that most individuals do not experience a reduction in inflation-adjusted spendable income after claiming Social Security. We also examine the composition of income after claiming and find that both Social Security benefits and non-Social Security retirement distributions typically represent substantial shares of income. Examining the five-year period from one year before individuals first receive Social Security retirement benefits to three years after, 81 percent of individuals had income, either directly or through a spouse, from employer retirement plans, annuities, or IRAs; and another 8 percent had a Form 1099-R (indicating a retirement account transaction, such as a rollover, that did not generate income), a Form 5498 (indicating IRA ownership), or both. This study uses the SOI 1999 Edited Panel of individual income tax returns, with information through tax year 2010, supplemented with data from information returns. We structure the data to follow individual taxpayers—specifically, individuals who were the primary or secondary taxpayer on a joint return or the primary taxpayer on a non-joint return
in 1999—rather than tax returns. Information returns and various schedules filed with Form 1040 allow us to allocate labor income, Social Security benefits, and retirement income (pension, annuity, and IRA distributions) to primary and secondary filers on joint returns. Information returns also allow us to measure the income of all 1999 taxpayers through 2010 regardless of whether they filed a tax return in a subsequent year or not. We focus on working individuals age 55 to 61 in 1999 who did not receive Social Security benefits in 1999. Comparison with U.S. population counts suggests that nearly all
individuals in this category filed a tax return in 1999.

www.irs.gov/pub/irs-soi/17rptransitionretirement.pdf

April 19, 2017

CAAR – US House Committee on Ways and Means, Subcommittees on Oversight and Social Security Hearing Testimony – April 19, 2017

Filed under: Legislation Information Updates — Tags: — admin @ 5:17 pm

Social Security’s Representative Payee Program,” a hearing held March 22, 2017 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour and 46 minutes).

waysandmeans.house.gov/event/joint-hearing-social-securitys-representative-payee-program-2/

April 18, 2017

CAAR – National Bureau of Economic Research Working Paper – April 18, 2017

Filed under: Working Papers — Tags: , — admin @ 5:09 pm

Links to an abstract are available. For full text availability check your organization’s library.
How the Growing Gap in Life Expectancy May Affect Retirement Benefits and Reforms,” by Alan J. Auerbach, Kerwin K. Charles, Courtney C. Coile, William Gale, Dana Goldman, Ronald Lee, Charles M. Lucas, Peter R. Orszag, Louise M. Sheiner, Bryan Tysinger, David N. Weil, Justin Wolfers, and Rebeca Wong (w23329, April 2017, .pdf format, 38p.).

www.nber.org/papers/w23329

February 7, 2017

CAAR – US House Committee on Ways and Means, Subcommittee on Social Security Hearing Testimony – February 7, 2017

Filed under: Legislation Information Updates — Tags: — admin @ 4:55 pm

Joint Hearing on Social Security’s Representative Payee Program,” a hearing held February 7, 2017 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 54 minutes).

waysandmeans.house.gov/event/joint-hearing-social-securitys-representative-payee-program/

CAAR – Rand Corporation Labor and Population Program Working Papers – February 7, 2017

Filed under: Working Papers — Tags: , , , — admin @ 4:46 pm

A. “Drawing Down Retirement Wealth: Interactions between Social Security Wealth and Private Retirement Savings,” by Philip Armour and Angela Hung (WR-1165, January 2017, .pdf format, 49p.). Note: Links to the abstract and the full text of the paper available at:

www.rand.org/pubs/working_papers/WR1165.html

B. “Opting out of Retirement Plan Default Settings,” by Jeremy Burke, Angela Hung, and Jill Luoto (WR-1162, January 2017, .pdf format, 39p.). Note: Links to the abstract and the full text of the paper available at:

www.rand.org/pubs/working_papers/WR1162.html

February 6, 2017

CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – February 6, 2017

Filed under: Reports and Articles — Tags: — admin @ 5:27 pm

Social Security Bulletin (Vol. 77, No. 1, February 2017, .pdf format).

www.ssa.gov/policy/docs/ssb/v77n1/index.html

February 3, 2017

CAAR – Federal Reserve Bank of Richmond (Virginia) Working Paper – February 3, 2017

Filed under: Working Papers — Tags: , — admin @ 5:25 pm

The Effects of Collecting Income Taxes on Social Security Benefits,” by John Bailey Jones and Yue Li (Working Paper No. 17-2, January 2017, .pdf format, 49p.). Note: Links to the abstract and the full text of the paper available at:

www.richmondfed.org/publications/research/working_papers/2017/wp_17-02

CAAR – Heritage Foundation Issue Brief – February 3, 2017

Filed under: Reports and Articles — Tags: — admin @ 5:18 pm

A Social Security Primer for the New Administration: Reform Needed Now,” by Romina Boccia (No. 3186, January 2017, .pdf format, 9p.).

www.heritage.org/social-security/report/social-security-primer-the-new-administration-reform-needed-now

January 30, 2017

CAAR – National Academy of Social Insurance Report – January 30, 2017

Filed under: Reports and Articles — Tags: , — admin @ 4:58 pm

Report to the New Leadership and the American People on Social Insurance and Inequality,” edited by Benjamin W. Veghte, Elliot Schreur, and Alexandra L. Bradley (January 2017, .pdf format, 202p.).

www.nasi.org/research/2017/report-new-leadership-american-people-social-insurance

January 12, 2017

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Reports, Periodicals – January 12, 2017

Filed under: Reports and Articles — Tags: , , — admin @ 4:54 pm

A. “Congressional Statistics, 2015 (Expanded Edition),” (December 2016, .pdf and Excel format, 110p.).

www.ssa.gov/policy/docs/factsheets/cong_stats/2015ee/index.html

B. “SSI Annual Statistical Report, 2015,” (January 2017, .pdf and Excel format, 165p.).

www.ssa.gov/policy/docs/statcomps/ssi_asr/2015/index.html

C. International Update, December 2016, (December 2016, .pdf and HTML format, 4p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2016-12/index.html

D. SSI Monthly Statistics, November 2016, (December 2016, .pdf and HTML format).

www.ssa.gov/policy/docs/statcomps/ssi_monthly/2016-11/index.html

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