Mental Accounting, Estate Bequests, and Retirement Satisfaction.

TitleMental Accounting, Estate Bequests, and Retirement Satisfaction.
Publication TypeJournal Article
Year of Publication2024
AuthorsBennetts, CR, Anderson, JN, Pearson, B
JournalJournal of Financial Service Professionals
Volume78
Pagination44 - 53
ISSN Number15371816
KeywordsAccounting, Charitable bequests, Panel analysis, Retirement, Satisfaction
Abstract

This study examines the association between earmarking bequeathable assets and retirement satisfaction. Utilizing longitudinal data from the Health and Retirement Study, the authors examine the retirement satisfaction of retirees who have intentionally earmarked their bequeathable assets compared to retirees who have not. The findings suggest that earmarking bequeathable assets is associated positively with higher levels of retirement satisfaction.

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Citation Key17677031320240501