Pension and Social Security Wealth in the Health and Retirement Study

TitlePension and Social Security Wealth in the Health and Retirement Study
Publication TypeReport
Year of Publication1997
AuthorsGustman, AL, Mitchell, OS, Samwick, AA, Steinmeier, TL
InstitutionNational Bureau of Economic Research
KeywordsConsumption and Savings, Income, Medicare/Medicaid/Health Insurance, Methodology, Net Worth and Assets, Pensions, Retirement Planning and Satisfaction, Social Security

Together, pensions, social security and health insurance account for half of the wealth held by all households in the Health and Retirement Study (HRS), for 60 percent of total wealth of HRS households who are in the 45th to 55th wealth percentiles, and even for 48 percent of wealth for those in the 90th to 95th wealth percentiles. The HRS surveys households aged 51 to 61 in 1992, and obtains pension plan descriptions from respondents' employers. Pension accrual profiles, income and wealth distributions by type, wealth-income ratios and accrued wealth by pension status are also explored.


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Endnote Keywords

Personal Income and Wealth Distribution/Macroeconomics:/Saving/Social Security and Public Pensions/Economics of the Elderly/Retirement/Retirement Policies/Private Pensions/Health Insurance/Pension/Retirement/Social Security/Wealth

Endnote ID


Citation Key5332