HRS Bibliography | Health and Retirement Study

2017

Maurer R, Mitchell OS. Incentivizing older people to delay social security claiming. Frankfurt, Germany: SAFE; 2017.

2016

Hubener A, Maurer R, Mitchell OS. How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios. Review of Financial Studies. 2016;29(4):937 - 978. doi:10.1093/rfs/hhv070.

Maurer R, Mitchell OS. Older Peoples’ Willingness to Delay Social Security Claiming. Cambridge, MA: National Bureau of Economic Research; 2016:1-27. doi:10.3386/w22942.

Mitchell OS. Public and Private Challenges of an Aging U.S. Population. Business Economics. 2016;51(1):8 - 10. doi:10.1057/be.2016.6.

2009

Mitchell OS, Phillips JWR. Hypothetical versus Actual Earnings Profiles: Implications for Social Security Reform. Journal of Financial Transformation. 2009;24:102-04.

Burkhauser RV, Gustman AL, Laitner JP, Mitchell OS, Sonnega A. Social Security Research at the Michigan Retirement Research Center. Social Security Bulletin. 2009;69(4):51-64.

2008

Brown JR, Casey MD, Mitchell OS. Who Values the Social Security Annuity? New evidence on the annuity puzzle. Cambridge, MA, National Bureau of Economic Research Working Paper 13800; 2008.

2006

Mitchell OS, Phillips JWR. Social Security Replacement Rates for Alternative Earnings Benchmarks. Benefits Quarterly. 2006;22(4):37.

Phillips JWR, Mitchell OS. Social Security Replacement Rates for Alternative Earnings Benchmarks. The University of Michigan, Michigan Retirement Research Center; 2006.

2004

Mitchell OS, Phillips JWR, Au A. Modeling Lifetime Earnings Paths: Hypothetical versus Actual Workers. University of Pennsylvania, Boettner Center for Pe, Pension Research Council WP 2004-3; 2004.

2003

Cogan JF, Mitchell OS. Perspectives from the President’s Commission on Social Security Reform. Journal of Economic Perspectives. 2003;17(2):149-172.

Mitchell OS, Phillips JWR, Au A, McCarthy D. Retirement Wealth and Lifetime Earnings Variability. University of Pennsylvania, Wharton School, Pension Research Council Working Paper PRC WP 2003-4; 2003.

2001

Mitchell OS, Phillips JWR. Eligibility for Social Security Disability Insurance. Philadephia, PA, University of Pennsylvania, The Wharton School; 2001.

2000

Levine PB, Mitchell OS, Phillips JWR. A Benefit of One's Own: Older Women's Entitlement to Social Security Retirement. Social Security Bulletin. 2000;63(3):47-53.

Mitchell OS, Olson J, Steinmeier TL. Social Security Earnings and Projected Benefits. In: Mitchell OS, Hammond B, Rappaport A, eds. Forecasting Retirement Needs and Retirement Wealth. Forecasting Retirement Needs and Retirement Wealth. Philadelphia: Univ. of Pennsylvania Press; 2000:327-359.

1999

Lumsdaine RL, Mitchell OS. New Developments in the Economic Analysis of Retirement. In: Ashenfelter O, Card D, eds. Handbook of labor economics. Volume 3C. Handbook of labor economics. Volume 3C. Amsterdam; New York and Oxford: Elsevier Science, North-Holland; 1999:3261-3307.

Gustman AL, Mitchell OS, Samwick AA, Steinmeier TL. Pension and Social Security Wealth in the Health and Retirement Study. In: James P. Smith, Willis RJ, eds. Wealth, Work and Health: Innovations in Measurement in the Social Sciences. Wealth, Work and Health: Innovations in Measurement in the Social Sciences. Ann Arbor, MI: University of Michigan Press; 1999:150-208.

Mitchell OS, Myers R, Young H. Prospects for Social Security Reform. Philadelphia: University of Pennsylvania Press; 1999.

1998

Mitchell OS, Olson J, Steinmeier TL. Construction of the Earnings and Benefits File (EBF) for Use with the Health and Retirement Study. University of Pennsylvania; 1998.

Note - An updated and revised version of this paper is available in Forecasting Retirement Needs and Retirement Wealth, Olivia S. Mitchell, P. Brett Hammond and Anna M. Rappaport, eds., Philadelphia: University of Pennsylvania Press, 2000. See Chapter 13, "Social Security Earnings and Projected Benefits"

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Mitchell OS, Levine PB, Phillips JWR. The Impact of Pay Inequality, Occupational Segregation, and Lifetime Work Experience on Retirement Income of Women and Minorities.; 1998.

Gustman AL, Mitchell OS, Steinmeier TL. Privatizing Social Security: First Round Effects of a Generic Voluntary Privatized U.S. Social Security System. In: Feldstein MS, ed. Privatizing Social Security. Privatizing Social Security. Chicago, IL: University of Chicago Press; 1998:313-57.

1997

Gustman AL, Mitchell OS, Samwick AA, Steinmeier TL. Pension and Social Security Wealth in the Health and Retirement Study. National Bureau of Economic Research; 1997.

Moore J, Mitchell OS. Projected Retirement Wealth and Savings Adequacy in the Health and Retirement Study. National Bureau of Economic Research; 1997.

1996

Mitchell OS, Olson J, Steinmeier TL. Construction of the Earnings and Benefits File (EBF) for Use With the Health and Retirement Survey. National Bureau of Economic Research; 1996.