HRS Bibliography | Health and Retirement Study

1996

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. 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.

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. doi:10.3386/w5912.

1998

Gustman AL, Steinmeier TL. Effects of Pensions on Savings: Analysis with Data from the Health and Retirement Study. Cambridge: NBER; 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.

1999

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.

2000

Gustman AL, Steinmeier TL. How Effective is Redistribution Under the Social Security Benefit Formula?. Cambridge, MA: National Bureau of Economic Research; 2000.

Gustman AL, Steinmeier TL. Retirement Outcomes in the Health and Retirement Study. Social Security Bulletin. 2000;63(4):57-71.

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.

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.

2001

Gustman AL, Steinmeier TL. How Effective is Redistribution Under the Social Security Benefit Formula?. Journal of Public Economics. 2001;82(1):1-28.

2003

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.

w10030.pdf (772.74 KB)

Gustman AL, Steinmeier TL. What People Don't Know About Their Pensions and Social Security: An Analysis Using Linked Data from the Health and Retirement Study. In: Gale WG, Shoven JB, Warshawsky MJ, eds. Public Policies and Private Pensions. Public Policies and Private Pensions. Washington, DC: Brookings Institution; 2003:57-125.

2004

Gustman AL, Steinmeier TL. Minimum Hours Constraints, Job Requirements and Retirement. Cambridge, MA: The National Bureau of Economic Research; 2004. doi:10.3386/w10876.

Gustman AL, Steinmeier TL. Personal Accounts and Family Retirement. Cambridge, MA: The National Bureau of Economic Research; 2004. doi:10.3386/w10305.

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. 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.

wp082.pdf (2.25 MB)

2005

Gustman AL, Steinmeier TL. Imperfect Knowledge of Social Security and Pensions. Industrial Relations. 2005;44(2):373-397. doi:https://doi.org/10.1111/j.0019-8676.2005.00389.x.

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. 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. Social Security and Retirement Dynamics. Ann Arbor, MI: The University of Michigan, Michigan Retirement Research Center; 2005.

2008

Gustman AL, Steinmeier TL. How Does Modeling of Retirement Decisions at the Family Level Affect Estimates of the Impact of Social Security Policies on Retirement?. Ann Arbor, MI: Michigan Retirement Research Center; 2008.

2009

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. 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.

2010

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.