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Health and Retirement: Do Changes in Health Affect Retirement Expectations?

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Author Info
Kathleen McGarry
Abstract

The choice of a retirement date is one of the most important decisions facing older workers. It is a decision that will affect their economic well-being for the remainder of their lives. One factor that undoubtedly impacts this choice is the worker’s health. However, the many studies examining the relationship between health and retirement have failed to agree on the relative importance of health compared with financial variables. Efforts to do so have been hampered by the difficulty of correctly measuring health status. Much of the concern centers on the fear that subjective reports of health are biased by individuals using poor health as a justification for early retirement. This paper takes advantage of a unique measure of labor force attachment, the subjective probability of continued work, to reexamine the role of health and changes in health status. By focusing exclusively on workers, I eliminate the concern about justification bias among retired individuals and find that subjective reports of health do have important effects on retirement, effects that are arguably stronger than those of the financial variables. The effects of subjective health remain large even when the model includes more objective measures of health, such as disease conditions. I also find that changes in retirement expectations are driven to a much greater degree by changes in health than by changes in income or wealth.

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File URL: http://jhr.uwpress.org/cgi/reprint/XXXIX/3/624
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Publisher Info
Article provided by University of Wisconsin Press in its journal Journal of Human Resources.

Volume (Year): 39 (2004)
Issue (Month): 3 ()
Pages:
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Handle: RePEc:uwp:jhriss:v:39:y:2004:i:3:p624-648

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  1. Gordon B.T. Mermin & Richard W. Johnson & Dan Murphy, 2006. "Why Do Boomers Plan to Work So Long?," Working Papers, Center for Retirement Research at Boston College wp2006-19, Center for Retirement Research, revised Nov 2006. [Downloadable!]
  2. Chulhee Lee, 2008. "Labor-Force Participation of Older Males in Korea: 1955-2005," NBER Chapters, in: The Economic Consequences of Demographic Change in East Asia, NBER-EASE Volume 19 National Bureau of Economic Research, Inc. [Downloadable!]
    Other versions:
  3. Dhaval Dave & Inas Rashad & Jasmina Spasojevic, 2006. "The Effects of Retirement on Physical and Mental Health Outcomes," NBER Working Papers 12123, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  4. Tracy A. Falba & William T. Gallo & Jody L. Sindelar, 2008. "Work Expectations, Realizations, and Depression in Older Workers," NBER Working Papers 14435, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  5. Kerry McGeary, 2009. "How do health shocks influence retirement decisions?," Review of Economics of the Household, Springer, vol. 7(3), pages 307-321, September. [Downloadable!] (restricted)
  6. Mathias Kifmann, 2008. "The Design of Pension Pay Out Options when the Health Status during Retirement is Uncertain," CESifo Working Paper Series CESifo Working Paper No. , CESifo Group Munich. [Downloadable!]
  7. Beatrice Scheubel & Daniel Schunk & Joachim Winter, 2009. "Don't Raise the Retirement Age! An Experiment on Opposition to Pension Reforms and East-West Differences in Germany," CESifo Working Paper Series CESifo Working Paper No. , CESifo Group Munich. [Downloadable!]
  8. Brent Kreider & John Pepper, 2008. "Inferring disability status from corrupt data," Journal of Applied Econometrics, John Wiley & Sons, Ltd., vol. 23(3), pages 329-349. [Downloadable!]
    Other versions:
  9. Ed Westerhout & Frank Pellikaan, 2005. "Can we afford to live longer in better health?," CPB Documents 85, CPB Netherlands Bureau for Economic Policy Analysis. [Downloadable!]
  10. Helen Levy & Kristin Seefeldt, 2008. "How Do Lower-Income Families Think about Retirement?," Working Papers wp195, University of Michigan, Michigan Retirement Research Center. [Downloadable!]
  11. Didier Blanchet & Thierry Debrand, 2008. "The sooner, the better? Analyzing preferences for early retirement in European countries," Working Papers DT13, IRDES institut for research and information in health economics, revised Jul 2008. [Downloadable!]
  12. James Marton & Stephen A. Woodbury, 2009. "Retiree Health Benefits and the Decision to Retire," Staff Working Papers 09-149, W.E. Upjohn Institute for Employment Research. [Downloadable!] (restricted)
  13. Thierry Debrand & Nicolas Sirven, 2009. "Quelles sont les motivations des départs à la retraite en Europe : situation personnelle, familiale, professionnelle, ou rôle de la protection sociale ?," Working Papers DT26, IRDES institut for research and information in health economics, revised Jun 2009. [Downloadable!]
  14. Daniel McFadden & Albert Bemmaor & Francis Caro & Jeff Dominitz & Byung-Hill Jun & Arthur Lewbel & Rosa Matzkin & Francesca Molinari & Norbert Schwarz & Robert Willis & Joachim Winter, 2005. "Statistical Analysis of Choice Experiments and Surveys," Marketing Letters, Springer, vol. 16(3), pages 183-196, December. [Downloadable!] (restricted)
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