Retirement transitions and spouse disability: effects on depressive symptoms.

TitleRetirement transitions and spouse disability: effects on depressive symptoms.
Publication TypeJournal Article
Year of Publication2004
AuthorsSzinovacz, ME, Davey, A
JournalJ Gerontol B Psychol Sci Soc Sci
Date Published2004 Nov
ISSN Number1079-5014
Call Numberpubs_2004_szinovacz_daveyJoG.pdf
KeywordsActivities of Daily Living, Adaptation, Psychological, Aged, Caregivers, Demography, depression, Disabled Persons, Female, Follow-Up Studies, Humans, Male, Middle Aged, Retirement, Spouses, Surveys and Questionnaires

OBJECTIVES: The purpose of this study was to investigate the effects of type of retirement (forced, early, abrupt) and spouse's disability on longitudinal change in depressive symptoms.

METHODS: The analyses rely on Waves 1-4 of the Health and Retirement Survey (N = 2,649). Generalized estimating equations models with bootstrapped standard errors and adjustment for survey design and non-independence of dyad members estimate effects of retirement, type of retirement, and spouse's disability on depressive symptoms, controlling for relevant covariates.

RESULTS: The results suggest that depressive symptoms increase when retirement is abrupt and perceived as too early or forced. Women retirees who stopped employment and were either forced into retirement or perceived their retirement as too early report significantly more depressive symptoms with increasing spouse activities of daily living (ADLs) limitations. There is no similar effect for men. In contrast, for working retirees who retired on time, depressive symptoms decrease with increasing spouse ADLs.

DISCUSSION: These results highlight the importance of retirement context on postretirement well-being. They suggest that both type of retirement transition and marital contexts such as spouse's disability influence postretirement well-being, and these effects differ by gender.

User Guide Notes

Endnote Keywords

Retirement Behavior/Spouse/Disability/Disability/Depressive Symptoms

Endnote ID


Alternate JournalJ Gerontol B Psychol Sci Soc Sci
Citation Key6926
PubMed ID15576864
Grant ListR01 AG13180 / AG / NIA NIH HHS / United States