HRS Bibliography

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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. doi:10.3386/w5707.
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; 1996.
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, 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.

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Gustman AL, Steinmeier TL. Understanding Patterns of Social Security Benefit Receipt, Pensions Incomes, Retirement and Saving by Race, Ethnicity, Gender and Marital Status: A Structural Approach. Ann Arbor, MI: Michigan Retirement Research Center; 2004.PDF icon wp082.pdf (2.25 MB)
Gustman AL, Steinmeier TL. Behavioral Effects of Social Security Policies on Benefit Claiming, Retirement and Saving. Ann Arbor, The University of Michigan; 2012.
Gustman AL, Steinmeier TL, Tabatabai N. The Growth in Social Security Benefits Among the Retirement Age Population from Increases in the Cap on Covered Earnings. Cambridge, MA: National Bureau of Economic Research; 2010. doi:10.3386/w16501.
Gustman AL, Steinmeier TL. Effects of social security policies on benefit claiming, retirement and saving. Journal of Public Economics. 2015;129:51-62. doi:10.1016/j.jpubeco.2015.07.005.
Gustman AL, Steinmeier TL. Social Security Benefits of Immigrants and U.S. Born. In: Borjas G, ed. Issues in the Economics of Immigration. Issues in the Economics of Immigration. University of Chicago Press; 2000:309-350. doi:10.3386/w6478.
Gustman AL, Mitchell OS, Samwick AA, Steinmeier TL. Pension and Social Security Wealth in the Health and Retirement Study. In: Smith JP, 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.
Gustman AL, Steinmeier TL. Retirement, Saving, Benefit Claiming and Solvency Under a Partial System of Voluntary Personal Accounts. Ann Arbor, MI: Michigan Retirement Research Center, University of Michigan; 2005.
Gustman AL, Steinmeier TL, Tabatabai N. Financial Knowledge and Financial Literacy at the Household Level. The American Economic Review. 2012;102(3):309-313. doi:10.1257/aer.102.3.309.
Gustman AL, Steinmeier TL. Social Security, Pensions and Retirement Behaviour Within the Family. Journal of Applied Econometrics. 2004;19(6):723-737. doi:https://doi.org/10.1002/jae.753.
Gustman AL, Steinmeier TL, Tabatabai N. The Effects of Changes in Women s Labor Market Attachment on Redistribution Under the Social Security Benefit Formula. The University of Michigan, Michigan Retirement Research Center; 2011.
Gustman AL, Steinmeier TL. How Changes in Social Security Affect Retirement Trends. Research on Aging. 2009;31(2):261. doi:https://doi.org/10.1177/0164027508328312.
Gustman AL, Steinmeier TL, Tabatabai N. The Social Security Windfall Elimination and Government Pension Offset Provisions for Public Employees in the Health and Retirement Study. Social Security Bulletin. 2014;74(3):55-69.
Gustman AL, Steinmeier TL. Retirement Outcomes in the Health and Retirement Study. Social Security Bulletin. 2000;63(4):57-71.
Gustman AL, Steinmeier TL. Retirement Effects of Proposals by the President's Commission to Strengthen Social Security. National Tax Journal. 2005;58(1):27-49.
Gustman AL, Steinmeier TL. How Effective is Redistribution Under the Social Security Benefit Formula?. Journal of Public Economics. 2001;82(1):1-28.
Gustman AL, Steinmeier TL, Tabatabai N. The Affordable Care Act as retiree health insurance: implications for retirement and Social Security claiming. Journal of Pension Economics and Finance. 2019;18(3):415-449. doi:10.1017/S1474747218000033.
Gustman AL, Steinmeier TL. Retirement Effects of Proposals by the President's Commision to Strengthen Social Security. Vol. No. 10030. Cambridge, MA: The National Bureau of Economic Research; 2003.PDF icon w10030.pdf (772.74 KB)
Gustman AL, Steinmeier TL, Tabatabai N. Distributional Effects of Means Testing Social Security: An Exploratory Analysis. Cambridge, MA, National Bureau of Economic Research; 2016:1-28.
Gustman AL, Steinmeier TL, Tabatabai N. What the Stock Market Decline Means for the Financial Security and Retirement Choices of the Near-Retirement Population. Cambridge, MA: National Bureau of Economic Research ; 2009. doi:10.3386/w15435.
Gustman AL, Steinmeier TL, Tabatabai N. Mismeasurement of pensions before and after retirement: the mystery of the disappearing pensions with implications for the importance of Social Security as a source of retirement support. Journal of Pension Economics and Finance. 2014;13(1):1-26.
Gustman AL, Steinmeier TL. Effects of Pensions on Savings: Analysis with Data from the Health and Retirement Study. Cambridge: NBER; 1998.
Gustman AL, Steinmeier TL. Personal Accounts and Family Retirement. Cambridge, MA: The National Bureau of Economic Research; 2004. doi:10.3386/w10305.