HRS Bibliography

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Hurwitz A, Mitchell OS. Financial Regret at Older Ages and Longevity Awareness. NBER; 2022. doi:10.3386/w30696.
Behrman JR, Mitchell OS, Soo C, Bravo D, The Wharton School. Financial Literacy, Schooling, and Wealth Accumulation. Philadelphia, PA: Pension Research Council, University of Pennsylvania; 2010.
Lusardi A, Mitchell OS. Financial Literacy and Retirement Preparedness: Evidence and Implications for Financial Education Programs. Ann Arbor, MI: Michigan Retirement Research Center, University of Michigan; 2006. doi:10.2145/20070104.
Lusardi A, Mitchell OS. Financial Literacy and Planning: Implications for Retirement Well-Being. The University of Michigan, Michigan Retirement Research Center; 2005.
Lusardi A, Mitchell OS, Vilsa Curto. Financial Literacy and Financial Sophistication Among Older Americans. Cambridge, MA: The National Bureau of Economic Research; 2009. doi:10.3386/w15469.
Murphy JL, Gourd A, Begay F. Financial Literacy Among American Indians and Alaska Natives. Social Security Administration, Office of Retirement and Disability Policy, Office of Research, Evaluation, and Statistics; 2014.
DeLiema M, Deevy M, Lusardi A, Mitchell OS. Financial Fraud among Older Americans: Evidence and Implications. Cambridge, MA: National Bureau of Economic Research; 2018. doi:10.3386/w24803.
McFall BHelppie, Sonnega A. Feasibility and reliability of automated coding of occupation in the Health and Retirement Study. Ann Arbor: Survey Research Center, Institute for Social Research, University of Michigan; 2018:1-19.
Glaser K, Grundy EMD, Henretta JC, Murphy MJ. Family Structure and Intergenerational Transfers: A Comparison of 55-63 Year Olds in the U.S. and Britain. University of Michigan; 1996.
Muramatsu N, Campbell RT, Hoyem RL, Jacob MA, Ross C, yin H. Family Care, Nursing Home Transitions, and States' Long-Term Care Policies. University of Illinois-Chicago; 2004.
Maag E, Favreault M, Airi N. EXTENDING THE EARNED INCOME TAX CREDIT: HOW THE ECONOMIC SECURITY PROJECT’S COST-OF-LIVING REFUND WOULD AFFECT FAMILY CAREGIVERS. Washington, D.C.: Urban Institute and Brookings Institution; 2020.
DeLiema M, Deevy M, Lusardi A, Mitchell OS. Exploring the Risks and Consequences of Elder Fraud Victimization: Evidence from the Health and Retirement Study. Ann Arbor, MI: Michigan Retirement Research Center, Institute for Social Research, University of Michigan; 2018.
Morgan A. Experiencing Transitional Events in the Pre-Retirement Years. University of Massachusetts Boston, The Gerontology Institute; 2002.
Benítez-Silva H, Dwyer DS, Gayle W-R, Muench TJ. Expectations in Micro Data: Rationality Revisited. The University of Michigan, Michigan Retirement Research Center; 2003.
Hurd MD, McGarry K. Evaluation of Subjective Probability Distributions in the HRS. National Bureau of Economic Research; 1993. doi:10.3386/w4560.
Holtz-Eakin D, Marples D. Estate Taxes, Labor Supply, and Economic Efficiency. American Council for Capital Formation Center for; 2001.
Margolis HS. Is Estate Planning Ethical in an Increasingly Inequitable World? .; 2023.
Hill DH, Mathiowetz NA. The Empirical Validity of the HRS Medical Expenditure Data: A Model to Account for Different Reference Periods. University of Michigan Institute for Social Research; 1998.
Mitchell OS, Phillips JWR. Eligibility for Social Security Disability Insurance. Philadephia, PA, University of Pennsylvania, The Wharton School; 2001.
Wimer C, Manfield L. Elderly Poverty in the United States in the 21st Century: Exploring the Role of Assets in the Supplemental Poverty Measure. Boston College; 2015.
De Nardi M, French E, Jones JBailey, Michigan Retirement Research Center. The Effects of Medicaid and Medicare Reforms on the Elderly s Savings and Medical Expenditures. Ann Arbor, MI: The University of Michigan, Michigan Retirement Research Center; 2010.
Burman LE, McClelland R, Lu C. The effects of estate and inheritance taxes on entrepreneurship. Washington, D.C.: Tax Policy Center; 2018:1-48.
Kapteyn A, Michaud P-C, Smith JP, vanSoest AHO. Effects of Attrition and Non-Response in the Health and Retirement Study. Bon: Institute for the Study of Labor (IZA); 2006.
Lee J, Meijer E, Phillips DF. The Effect of Using Different Imputation Methods for Economic Variables in Aging Surveys. Los Angeles, University of Southern California; 2015.
Williamson JB, McNamara TK. The Effect of Unplanned Changes in Marital and Disability Status: Interrupted Trajectories and Labor . Boston: Center for Retirement Research at Boston College; 2002.